401k Plan data: LEE & ASSOCIATES - PD COMPANY 401(K) PLAN plan

LEE & ASSOCIATES - PD COMPANY 401(K) PLAN 401k Plan overview

Plan Name	LEE & ASSOCIATES - PD COMPANY 401(K) PLAN
Plan identification number	001

LEE & ASSOCIATES - PD COMPANY 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

LEE ASSOCIATES - PALM DESERT has sponsored the creation of one or more 401k plans.

Company Name: LEE ASSOCIATES - PALM DESERT

Employer identification number (EIN): 454634019

NAIC Classification: 523210
NAIC Description: Securities and Commodity Exchanges

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE & ASSOCIATES - PD COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 MARGARET MONTEZ 2020-02-12
001 2018-01-01 MARGARET MONTEZ 2019-06-06 MARGARET MONTEZ 2019-06-06
001 2017-01-01 MARGARET MONTEZ 2018-08-07
001 2016-01-01 MARGARET MONTEZ 2017-07-20 MARGARET MONTEZ 2017-07-20
001 2015-01-01 MARGARET MONTEZ 2016-05-31 MARGARET MONTEZ 2016-05-31
001 2014-08-01 MARGARET MONTEZ 2015-10-08 MARGARET MONTEZ 2015-10-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	MARGARET MONTEZ	2020-02-12
001	2018-01-01	MARGARET MONTEZ	2019-06-06	MARGARET MONTEZ	2019-06-06
001	2017-01-01	MARGARET MONTEZ	2018-08-07
001	2016-01-01	MARGARET MONTEZ	2017-07-20	MARGARET MONTEZ	2017-07-20
001	2015-01-01	MARGARET MONTEZ	2016-05-31	MARGARET MONTEZ	2016-05-31
001	2014-08-01	MARGARET MONTEZ	2015-10-08	MARGARET MONTEZ	2015-10-08

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Company Name:	LEE ASSOCIATES - PALM DESERT
Employer identification number (EIN):	454634019
NAIC Classification:	523210
NAIC Description:	Securities and Commodity Exchanges