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LEE & ASSOCIATES OF EASTERN PENNSYLVANIA LLC 401(K) PLAN 401k Plan overview

Plan NameLEE & ASSOCIATES OF EASTERN PENNSYLVANIA LLC 401(K) PLAN
Plan identification number 001

LEE & ASSOCIATES OF EASTERN PENNSYLVANIA LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 OF EASTERN PENNSYLVANIA LLC has sponsored the creation of one or more 401k plans.

Company Name:LEE & ASSOCIATES OF EASTERN PENNSYLVANIA LLC
Employer identification number (EIN):473017491
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE & ASSOCIATES OF EASTERN PENNSYLVANIA LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN VAN BUSKIRK2024-07-16
0012022-01-01JOHN VAN BUSKIRK2023-07-06
0012021-01-01JOHN VAN BUSKIRK2022-05-31
0012020-01-01JOHN VAN BUSKIRK2021-07-08
0012019-01-01JOHN VAN BUSKIRK2020-07-31
0012018-01-01JOHN VAN BUSKIRK2019-07-25
0012017-01-01JOHN VAN BUSKIRK2018-07-09
0012016-05-01JOHN HICKEY2017-07-26

Financial Data on LEE & ASSOCIATES OF EASTERN PENNSYLVANIA LLC 401(K) PLAN

Measure Date Value
2024 : LEE & ASSOCIATES OF EASTERN PENNSYLVANIA LLC 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-1612717
Net assets as of the end of the plan year2024-07-16625691
Total assets as of the beginning of the plan year2024-07-16421950
Value of plan covered by a fidelity bond2024-07-162000000
Participant contributions to plan in this plan year2024-07-1690998
Other income to plan in this plan year2024-07-1687899
Plan net income in this plan year2024-07-16203741
Net assets as of the end of the plan year2024-07-16625691
Net assets as of the beginning of the plan year2024-07-16421950
Employer contributions to plan in this plan year2024-07-1637561
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-16250
2022 : LEE & ASSOCIATES OF EASTERN PENNSYLVANIA LLC 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-3113820
Net assets as of the end of the plan year2022-05-311202427
Total assets as of the beginning of the plan year2022-05-31954850
Value of plan covered by a fidelity bond2022-05-312000000
Participant contributions to plan in this plan year2022-05-3151160
Other contributions to plan in this plan year2022-05-318935
Other income to plan in this plan year2022-05-31177559
Plan net income in this plan year2022-05-31247577
Net assets as of the end of the plan year2022-05-311202427
Net assets as of the beginning of the plan year2022-05-31954850
Employer contributions to plan in this plan year2022-05-3123743
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-31115

Potentially related plans

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