ROBERT G. LEE MD, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT G. LEE, M.D. P.C. DEFINED CONTRIBUTION RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2016 : ROBERT G. LEE, M.D. P.C. DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-06-30 | $-11,103 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $402,448 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $402,448 |
| Total plan assets at end of year | 2016-06-30 | $0 |
| Total plan assets at beginning of year | 2016-06-30 | $413,551 |
| Value of fidelity bond covering the plan | 2016-06-30 | $100,000 |
| Other income received | 2016-06-30 | $-11,103 |
| Net income (gross income less expenses) | 2016-06-30 | $-413,551 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $413,551 |
| 2015 : ROBERT G. LEE, M.D. P.C. DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-06-30 | $12,836 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $15,000 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $15,000 |
| Total plan assets at end of year | 2015-06-30 | $413,551 |
| Total plan assets at beginning of year | 2015-06-30 | $415,715 |
| Value of fidelity bond covering the plan | 2015-06-30 | $100,000 |
| Other income received | 2015-06-30 | $12,836 |
| Net income (gross income less expenses) | 2015-06-30 | $-2,164 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $413,551 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $415,715 |
| 2014 : ROBERT G. LEE, M.D. P.C. DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-06-30 | $57,357 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $13,928 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $13,928 |
| Total plan assets at end of year | 2014-06-30 | $415,715 |
| Total plan assets at beginning of year | 2014-06-30 | $372,286 |
| Value of fidelity bond covering the plan | 2014-06-30 | $100,000 |
| Other income received | 2014-06-30 | $57,357 |
| Net income (gross income less expenses) | 2014-06-30 | $43,429 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $415,715 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $372,286 |
| 2013 : ROBERT G. LEE, M.D. P.C. DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-06-30 | $38,695 |
| Total plan assets at end of year | 2013-06-30 | $372,286 |
| Total plan assets at beginning of year | 2013-06-30 | $333,591 |
| Value of fidelity bond covering the plan | 2013-06-30 | $100,000 |
| Other income received | 2013-06-30 | $38,695 |
| Net income (gross income less expenses) | 2013-06-30 | $38,695 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $372,286 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $333,591 |
| 2012 : ROBERT G. LEE, M.D. P.C. DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-06-30 | $6,070 |
| Total plan assets at end of year | 2012-06-30 | $333,591 |
| Total plan assets at beginning of year | 2012-06-30 | $327,521 |
| Other income received | 2012-06-30 | $6,070 |
| Net income (gross income less expenses) | 2012-06-30 | $6,070 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $333,591 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $327,521 |
| 2011 : ROBERT G. LEE, M.D. P.C. DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-06-30 | $46,712 |
| Total plan assets at end of year | 2011-06-30 | $327,521 |
| Total plan assets at beginning of year | 2011-06-30 | $280,809 |
| Value of fidelity bond covering the plan | 2011-06-30 | $100,000 |
| Other income received | 2011-06-30 | $46,712 |
| Net income (gross income less expenses) | 2011-06-30 | $46,712 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $327,521 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $280,809 |
| 2015: ROBERT G. LEE, M.D. P.C. DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | This submission is the final filing | Yes |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ROBERT G. LEE, M.D. P.C. DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ROBERT G. LEE, M.D. P.C. DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ROBERT G. LEE, M.D. P.C. DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ROBERT G. LEE, M.D. P.C. DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ROBERT G. LEE, M.D. P.C. DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | Yes |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
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