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| Plan Name | JOHN LEE COMPANY INC. 401(K) PROFIT SHARING PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | JOHN LEE COMPANY, INC. |
| Employer identification number (EIN): | 043196079 |
| NAIC Classification: | 238220 |
| NAIC Description: | Plumbing, Heating, and Air-Conditioning Contractors |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-07-01 | JOHN LEE | 2025-01-19 | ||
| 002 | 2022-07-01 | JOHN LEE | 2024-01-25 | ||
| 002 | 2021-07-01 | JOHN LEE | 2023-01-18 | ||
| 002 | 2020-07-01 | JOHN LEE | 2022-01-23 |
| Measure | Date | Value |
|---|---|---|
| 2025 : JOHN LEE COMPANY INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-01-19 | 2373 |
| Net assets as of the end of the plan year | 2025-01-19 | 394705 |
| Total assets as of the beginning of the plan year | 2025-01-19 | 236164 |
| Value of plan covered by a fidelity bond | 2025-01-19 | 39471 |
| Participant contributions to plan in this plan year | 2025-01-19 | 62000 |
| Other income to plan in this plan year | 2025-01-19 | 40069 |
| Plan net income in this plan year | 2025-01-19 | 158541 |
| Net assets as of the end of the plan year | 2025-01-19 | 394705 |
| Net assets as of the beginning of the plan year | 2025-01-19 | 236164 |
| Employer contributions to plan in this plan year | 2025-01-19 | 58845 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-01-19 | 2373 |
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