401k Plan data: JAMES C YEE MD INC 401K PROFIT SHARING PLAN plan

JAMES C YEE MD INC 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	JAMES C YEE MD INC 401K PROFIT SHARING PLAN
Plan identification number	001

JAMES C YEE MD INC 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JAMES C YEE MD INC has sponsored the creation of one or more 401k plans.

Company Name: JAMES C YEE MD INC

Employer identification number (EIN): 300139302

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES C YEE MD INC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JAMES C. YEE 2023-10-15
001 2021-01-01 JAMES YEE MD 2022-10-17
001 2020-01-01 JAMES C. YEE 2021-10-13 JAMES C. YEE 2021-10-13
001 2019-01-01 JAMES C. YEE 2020-07-16 JAMES C. YEE 2020-07-16
001 2018-01-01 JAMES C. YEE 2019-07-15 JAMES C. YEE 2019-07-15
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 JAMES C. YEE JAMES C. YEE 2013-10-09
001 2011-01-01 JAMES YEE JAMES YEE 2013-01-08
001 2010-01-01 JAMES YEE JAMES YEE 2013-01-08
001 2009-01-01 ASSOCIATED PENSION CONSULTANTS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JAMES C. YEE	2023-10-15
001	2021-01-01	JAMES YEE MD	2022-10-17
001	2020-01-01	JAMES C. YEE	2021-10-13	JAMES C. YEE	2021-10-13
001	2019-01-01	JAMES C. YEE	2020-07-16	JAMES C. YEE	2020-07-16
001	2018-01-01	JAMES C. YEE	2019-07-15	JAMES C. YEE	2019-07-15
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	JAMES C. YEE		JAMES C. YEE	2013-10-09
001	2011-01-01	JAMES YEE		JAMES YEE	2013-01-08
001	2010-01-01	JAMES YEE		JAMES YEE	2013-01-08
001	2009-01-01	ASSOCIATED PENSION CONSULTANTS

Plan Statistics for JAMES C YEE MD INC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES C YEE MD INC 401K PROFIT SHARING PLAN

Measure Date Value
2022: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 9
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 3
Total of all active and inactive participants 2022-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 12
Number of participants with account balances 2022-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 7
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 3
Total of all active and inactive participants 2021-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 10
Number of participants with account balances 2021-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 7
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 9
Number of participants with account balances 2020-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 7
Number of participants with account balances 2018-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 8
Number of participants with account balances 2017-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 4
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 6
Number of participants with account balances 2010-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	9
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	3
Total of all active and inactive participants	2022-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	12
Number of participants with account balances	2022-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	7
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	3
Total of all active and inactive participants	2021-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	10
Number of participants with account balances	2021-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	7
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	9
Number of participants with account balances	2020-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	7
Number of participants with account balances	2018-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	8
Number of participants with account balances	2017-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	4
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	6
Number of participants with account balances	2010-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JAMES C YEE MD INC 401K PROFIT SHARING PLAN

Measure	Date	Value
2022 : JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-3,791,216
Expenses. Total of all expenses incurred	2022-12-31	$486,980
Benefits paid (including direct rollovers)	2022-12-31	$476,778
Total plan assets at end of year	2022-12-31	$3,148,671
Total plan assets at beginning of year	2022-12-31	$7,426,867
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$30,168
Expenses. Other expenses not covered elsewhere	2022-12-31	$10,083
Other income received	2022-12-31	$-3,927,744
Net income (gross income less expenses)	2022-12-31	$-4,278,196
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,148,671
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$7,426,867
Assets. Value of participant loans	2022-12-31	$111,411
Assets. Value of real-estate (other than employer real property)	2022-12-31	$486,290
Total contributions received or receivable from employer(s)	2022-12-31	$106,360
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$119
2021 : JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,305,330
Expenses. Total of all expenses incurred	2021-12-31	$68,310
Benefits paid (including direct rollovers)	2021-12-31	$63,099
Total plan assets at end of year	2021-12-31	$7,426,867
Total plan assets at beginning of year	2021-12-31	$6,189,847
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$29,436
Expenses. Other expenses not covered elsewhere	2021-12-31	$5,070
Other income received	2021-12-31	$1,181,395
Net income (gross income less expenses)	2021-12-31	$1,237,020
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$7,426,867
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$6,189,847
Assets. Value of participant loans	2021-12-31	$101,411
Assets. Value of real-estate (other than employer real property)	2021-12-31	$633,900
Total contributions received or receivable from employer(s)	2021-12-31	$94,499
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$141
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$15,233
Total income from all sources	2020-12-31	$533,594
Expenses. Total of all expenses incurred	2020-12-31	$8,598
Total plan assets at end of year	2020-12-31	$6,189,847
Total plan assets at beginning of year	2020-12-31	$5,680,084
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$27,800
Expenses. Other expenses not covered elsewhere	2020-12-31	$5,833
Other income received	2020-12-31	$426,578
Net income (gross income less expenses)	2020-12-31	$524,996
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$6,189,847
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$5,664,851
Assets. Value of participant loans	2020-12-31	$91,411
Assets. Value of real-estate (other than employer real property)	2020-12-31	$440,000
Total contributions received or receivable from employer(s)	2020-12-31	$79,216
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$2,765
2019 : JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$15,233
Total plan liabilities at beginning of year	2019-12-31	$6,723
Total income from all sources	2019-12-31	$1,491,155
Expenses. Total of all expenses incurred	2019-12-31	$14,708
Benefits paid (including direct rollovers)	2019-12-31	$8,776
Total plan assets at end of year	2019-12-31	$5,680,084
Total plan assets at beginning of year	2019-12-31	$4,195,127
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$41,369
Expenses. Other expenses not covered elsewhere	2019-12-31	$5,919
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$1,380,945
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,476,447
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$5,664,851
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,188,404
Assets. Value of real-estate (other than employer real property)	2019-12-31	$440,000
Total contributions received or receivable from employer(s)	2019-12-31	$68,841
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$13
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$6,723
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$560,878
Expenses. Total of all expenses incurred	2018-12-31	$10,670
Benefits paid (including direct rollovers)	2018-12-31	$3,325
Total plan assets at end of year	2018-12-31	$4,195,127
Total plan assets at beginning of year	2018-12-31	$3,638,196
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$27,850
Expenses. Other expenses not covered elsewhere	2018-12-31	$5,610
Other income received	2018-12-31	$472,072
Net income (gross income less expenses)	2018-12-31	$550,208
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,188,404
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,638,196
Assets. Value of participant loans	2018-12-31	$0
Assets. Value of real-estate (other than employer real property)	2018-12-31	$436,889
Total contributions received or receivable from employer(s)	2018-12-31	$60,956
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$1,723
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$12
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$946,577
Expenses. Total of all expenses incurred	2017-12-31	$49,483
Benefits paid (including direct rollovers)	2017-12-31	$44,402
Total plan assets at end of year	2017-12-31	$3,638,196
Total plan assets at beginning of year	2017-12-31	$2,741,102
Value of fidelity bond covering the plan	2017-12-31	$380,000
Total contributions received or receivable from participants	2017-12-31	$26,300
Expenses. Other expenses not covered elsewhere	2017-12-31	$5,069
Other income received	2017-12-31	$856,161
Net income (gross income less expenses)	2017-12-31	$897,094
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,638,196
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,741,102
Assets. Value of participant loans	2017-12-31	$16,531
Assets. Value of real-estate (other than employer real property)	2017-12-31	$366,221
Total contributions received or receivable from employer(s)	2017-12-31	$64,116
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$12
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$6,500
Total income from all sources	2016-12-31	$107,333
Expenses. Total of all expenses incurred	2016-12-31	$5,446
Total plan assets at end of year	2016-12-31	$2,741,102
Total plan assets at beginning of year	2016-12-31	$2,645,715
Value of fidelity bond covering the plan	2016-12-31	$380,000
Total contributions received or receivable from participants	2016-12-31	$26,800
Expenses. Other expenses not covered elsewhere	2016-12-31	$5,422
Other income received	2016-12-31	$22,967
Net income (gross income less expenses)	2016-12-31	$101,887
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,741,102
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,639,215
Assets. Value of participant loans	2016-12-31	$32,557
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$1
Assets. Value of real-estate (other than employer real property)	2016-12-31	$356,637
Total contributions received or receivable from employer(s)	2016-12-31	$57,566
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$24
2015 : JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$6,500
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$249,078
Expenses. Total of all expenses incurred	2015-12-31	$4,888
Total plan assets at end of year	2015-12-31	$2,645,715
Total plan assets at beginning of year	2015-12-31	$2,395,025
Value of fidelity bond covering the plan	2015-12-31	$380,000
Total contributions received or receivable from participants	2015-12-31	$31,800
Expenses. Other expenses not covered elsewhere	2015-12-31	$4,844
Other income received	2015-12-31	$161,300
Net income (gross income less expenses)	2015-12-31	$244,190
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,639,215
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,395,025
Assets. Value of participant loans	2015-12-31	$62,788
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$1
Assets. Value of real-estate (other than employer real property)	2015-12-31	$375,752
Total contributions received or receivable from employer(s)	2015-12-31	$55,978
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$44
2014 : JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$1,212
Total income from all sources	2014-12-31	$276,258
Expenses. Total of all expenses incurred	2014-12-31	$2,136
Total plan assets at end of year	2014-12-31	$2,395,025
Total plan assets at beginning of year	2014-12-31	$2,122,115
Value of fidelity bond covering the plan	2014-12-31	$365,000
Total contributions received or receivable from participants	2014-12-31	$30,300
Expenses. Other expenses not covered elsewhere	2014-12-31	$2,002
Other income received	2014-12-31	$196,025
Net income (gross income less expenses)	2014-12-31	$274,122
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,395,025
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,120,903
Assets. Value of participant loans	2014-12-31	$72,351
Assets. Value of real-estate (other than employer real property)	2014-12-31	$305,814
Total contributions received or receivable from employer(s)	2014-12-31	$49,933
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$134
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$1,212
Total plan liabilities at beginning of year	2013-12-31	$1,070
Total income from all sources	2013-12-31	$781,054
Expenses. Total of all expenses incurred	2013-12-31	$136,242
Benefits paid (including direct rollovers)	2013-12-31	$128,931
Total plan assets at end of year	2013-12-31	$2,122,115
Total plan assets at beginning of year	2013-12-31	$1,477,161
Value of fidelity bond covering the plan	2013-12-31	$365,000
Total contributions received or receivable from participants	2013-12-31	$32,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$7,263
Contributions received from other sources (not participants or employers)	2013-12-31	$100,000
Other income received	2013-12-31	$603,408
Net income (gross income less expenses)	2013-12-31	$644,812
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,120,903
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,476,091
Assets. Value of participant loans	2013-12-31	$90,838
Assets. Value of real-estate (other than employer real property)	2013-12-31	$362,703
Total contributions received or receivable from employer(s)	2013-12-31	$45,646
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$48
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$1,070
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$185,952
Expenses. Total of all expenses incurred	2012-12-31	$10,092
Benefits paid (including direct rollovers)	2012-12-31	$5,351
Total plan assets at end of year	2012-12-31	$1,477,161
Total plan assets at beginning of year	2012-12-31	$1,300,231
Value of fidelity bond covering the plan	2012-12-31	$195,000
Total contributions received or receivable from participants	2012-12-31	$30,045
Expenses. Other expenses not covered elsewhere	2012-12-31	$4,677
Other income received	2012-12-31	$111,698
Net income (gross income less expenses)	2012-12-31	$175,860
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,476,091
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,300,231
Assets. Value of participant loans	2012-12-31	$50,000
Assets. Value of real-estate (other than employer real property)	2012-12-31	$190,000
Total contributions received or receivable from employer(s)	2012-12-31	$44,209
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$64
2011 : JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$132,173
Expenses. Total of all expenses incurred	2011-12-31	$5,289
Total plan assets at end of year	2011-12-31	$1,299,173
Total plan assets at beginning of year	2011-12-31	$1,172,289
Value of fidelity bond covering the plan	2011-12-31	$195,000
Total contributions received or receivable from participants	2011-12-31	$21,600
Expenses. Other expenses not covered elsewhere	2011-12-31	$5,267
Other income received	2011-12-31	$70,223
Net income (gross income less expenses)	2011-12-31	$126,884
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,299,173
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,172,289
Assets. Value of participant loans	2011-12-31	$50,000
Assets. Value of real-estate (other than employer real property)	2011-12-31	$190,000
Total contributions received or receivable from employer(s)	2011-12-31	$40,350
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$22
2010 : JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$58,030
Expenses. Total of all expenses incurred	2010-12-31	$5,681
Total plan assets at end of year	2010-12-31	$1,172,289
Total plan assets at beginning of year	2010-12-31	$1,119,940
Value of fidelity bond covering the plan	2010-12-31	$215,000
Total contributions received or receivable from participants	2010-12-31	$22,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$5,680
Other income received	2010-12-31	$-4,849
Net income (gross income less expenses)	2010-12-31	$52,349
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,172,289
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,119,940
Assets. Value of real-estate (other than employer real property)	2010-12-31	$214,489
Total contributions received or receivable from employer(s)	2010-12-31	$40,879
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1
2009 : JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for JAMES C YEE MD INC 401K PROFIT SHARING PLAN

2022: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JAMES C YEE MD INC 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JAMES C YEE MD INC
Employer identification number (EIN):	300139302
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)