MCSHANE PC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2022 : LEE & MCSHANE, PC 401(K) PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| 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 | $-635,790 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $964,682 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $964,682 |
| Total plan assets at end of year | 2022-12-31 | $2,389,269 |
| Total plan assets at beginning of year | 2022-12-31 | $3,989,741 |
| Value of fidelity bond covering the plan | 2022-12-31 | $1,500,000 |
| Assets. Value of tangible personal property | 2022-12-31 | $0 |
| Total contributions received or receivable from participants | 2022-12-31 | $52,588 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-688,378 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,600,472 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,389,269 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,989,741 |
| Assets. Value of participant loans | 2022-12-31 | $12,800 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
| Assets. Value of employer securities | 2022-12-31 | $0 |
| Assets. Value of employer real property | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $0 |
| 2021 : LEE & MCSHANE, PC 401(K) PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| 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 | $525,212 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1,582,744 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $1,582,744 |
| Total plan assets at end of year | 2021-12-31 | $3,989,741 |
| Total plan assets at beginning of year | 2021-12-31 | $5,047,273 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,500,000 |
| Assets. Value of tangible personal property | 2021-12-31 | $0 |
| Total contributions received or receivable from participants | 2021-12-31 | $51,828 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $473,384 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $-1,057,532 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,989,741 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,047,273 |
| Assets. Value of participant loans | 2021-12-31 | $30,933 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $0 |
| Assets. Value of employer real property | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $0 |
| 2020 : LEE & MCSHANE, PC 401(K) PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $753,331 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $69,447 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $69,447 |
| Total plan assets at end of year | 2020-12-31 | $5,047,273 |
| Total plan assets at beginning of year | 2020-12-31 | $4,363,389 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,500,000 |
| Assets. Value of tangible personal property | 2020-12-31 | $0 |
| Total contributions received or receivable from participants | 2020-12-31 | $47,432 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $705,899 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $683,884 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $5,047,273 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,363,389 |
| Assets. Value of participant loans | 2020-12-31 | $48,887 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
| Assets. Value of employer securities | 2020-12-31 | $0 |
| Assets. Value of employer real property | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
| 2019 : LEE & MCSHANE, PC 401(K) PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $960,255 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $136,737 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $118,055 |
| Total plan assets at end of year | 2019-12-31 | $4,363,389 |
| Total plan assets at beginning of year | 2019-12-31 | $3,539,871 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $50,923 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $909,332 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $823,518 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,363,389 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,539,871 |
| Assets. Value of participant loans | 2019-12-31 | $69,075 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $18,557 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $125 |
| 2018 : LEE & MCSHANE, PC 401(K) PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $-48,242 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $37,870 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $36,406 |
| Total plan assets at end of year | 2018-12-31 | $3,539,871 |
| Total plan assets at beginning of year | 2018-12-31 | $3,625,983 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $91,132 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-211,943 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-86,112 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,539,871 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,625,983 |
| Assets. Value of participant loans | 2018-12-31 | $100,404 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $72,569 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $1,464 |
| 2017 : LEE & MCSHANE, PC 401(K) PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| 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 | $910,646 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $132,234 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $126,524 |
| Total plan assets at end of year | 2017-12-31 | $3,625,983 |
| Total plan assets at beginning of year | 2017-12-31 | $2,847,571 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,500,000 |
| Assets. Value of tangible personal property | 2017-12-31 | $0 |
| Total contributions received or receivable from participants | 2017-12-31 | $169,292 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $675,305 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $778,412 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,625,983 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,847,571 |
| Assets. Value of participant loans | 2017-12-31 | $3,826 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
| Assets. Value of employer securities | 2017-12-31 | $0 |
| Assets. Value of employer real property | 2017-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $66,049 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $3,972 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,738 |
| 2016 : LEE & MCSHANE, PC 401(K) PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $476,860 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $667,146 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $665,986 |
| Total plan assets at end of year | 2016-12-31 | $2,847,571 |
| Total plan assets at beginning of year | 2016-12-31 | $3,037,857 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $139,013 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $13,411 |
| Other income received | 2016-12-31 | $260,708 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $-190,286 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,847,571 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,037,857 |
| Assets. Value of participant loans | 2016-12-31 | $12,644 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $63,728 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,160 |
| 2015 : LEE & MCSHANE, PC 401(K) PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $225,419 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $472,413 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $461,441 |
| Total plan assets at end of year | 2015-12-31 | $3,037,857 |
| Total plan assets at beginning of year | 2015-12-31 | $3,284,851 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $146,733 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $35,729 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $-246,994 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,037,857 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,284,851 |
| Assets. Value of participant loans | 2015-12-31 | $39,596 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $42,957 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $10,049 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $923 |
| 2014 : LEE & MCSHANE, PC 401(K) PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $453,585 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $274,471 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $264,879 |
| Total plan assets at end of year | 2014-12-31 | $3,284,851 |
| Total plan assets at beginning of year | 2014-12-31 | $3,105,737 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $138,565 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $258,456 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $179,114 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,284,851 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,105,737 |
| Assets. Value of participant loans | 2014-12-31 | $36,858 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $56,564 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $5,644 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $3,948 |
| 2013 : LEE & MCSHANE, PC 401(K) PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $849,010 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $64,676 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $46,943 |
| Total plan assets at end of year | 2013-12-31 | $3,105,737 |
| Total plan assets at beginning of year | 2013-12-31 | $2,321,403 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $148,701 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $645,200 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $784,334 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,105,737 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,321,403 |
| Assets. Value of participant loans | 2013-12-31 | $29,438 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $55,109 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $13,088 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $4,645 |
| 2012 : LEE & MCSHANE, PC 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $515,323 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $90,094 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $77,031 |
| Total plan assets at end of year | 2012-12-31 | $2,321,403 |
| Total plan assets at beginning of year | 2012-12-31 | $1,896,174 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $128,953 |
| Other income received | 2012-12-31 | $333,078 |
| Net income (gross income less expenses) | 2012-12-31 | $425,229 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,321,403 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,896,174 |
| Assets. Value of participant loans | 2012-12-31 | $43,609 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $53,292 |
| Value of corrective distributions | 2012-12-31 | $9,571 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $3,492 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : LEE & MCSHANE, PC 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $174,566 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $176,933 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $156,822 |
| Total plan assets at end of year | 2011-12-31 | $1,896,174 |
| Total plan assets at beginning of year | 2011-12-31 | $1,898,541 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $128,062 |
| Other income received | 2011-12-31 | $-27,165 |
| Net income (gross income less expenses) | 2011-12-31 | $-2,367 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,896,174 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,898,541 |
| Assets. Value of participant loans | 2011-12-31 | $58,829 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $73,669 |
| Value of corrective distributions | 2011-12-31 | $14,366 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $5,745 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : LEE & MCSHANE, PC 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $476,613 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $46,229 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $37,952 |
| Total plan assets at end of year | 2010-12-31 | $1,898,541 |
| Total plan assets at beginning of year | 2010-12-31 | $1,468,157 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $151,901 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $7,104 |
| Other income received | 2010-12-31 | $251,047 |
| Net income (gross income less expenses) | 2010-12-31 | $430,384 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,898,541 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,468,157 |
| Assets. Value of participant loans | 2010-12-31 | $33,792 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $66,561 |
| Value of corrective distributions | 2010-12-31 | $8,071 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $206 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : LEE & MCSHANE, PC 401(K) 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 |
| 2022: LEE & MCSHANE, PC 401(K) PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | This submission is the final filing | 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: LEE & MCSHANE, PC 401(K) PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | This submission is the final filing | 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: LEE & MCSHANE, PC 401(K) PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | This submission is the final filing | 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: LEE & MCSHANE, PC 401(K) 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: LEE & MCSHANE, PC 401(K) 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: LEE & MCSHANE, PC 401(K) 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 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: LEE & MCSHANE, PC 401(K) 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: LEE & MCSHANE, PC 401(K) 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: LEE & MCSHANE, PC 401(K) 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: LEE & MCSHANE, PC 401(K) 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: LEE & MCSHANE, PC 401(K) 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: LEE & MCSHANE, PC 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | First time form 5500 has been submitted | Yes |
| 2011-01-01 | Submission has been amended | No |
| 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: LEE & MCSHANE, PC 401(K) PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 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 funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: LEE & MCSHANE, PC 401(K) 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 |
