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LAW OFFICES OF LEE & ASSOCIATES, P.C. DEFINED BENEFIT PLAN 401k Plan overview

Plan NameLAW OFFICES OF LEE & ASSOCIATES, P.C. DEFINED BENEFIT PLAN
Plan identification number 001

LAW OFFICES OF LEE & ASSOCIATES, P.C. DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • 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

LAW OFFICES OF LEE & ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICES OF LEE & ASSOCIATES, P.C.
Employer identification number (EIN):522403277
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about LAW OFFICES OF LEE & ASSOCIATES, P.C.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2003-10-01
Company Identification Number: C2525699
Legal Registered Office Address: 3731 Wilshire Blvd #300

Los Angeles
United States of America (USA)
90010

More information about LAW OFFICES OF LEE & ASSOCIATES, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICES OF LEE & ASSOCIATES, P.C. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAE Y LEE2024-10-08 JAE Y LEE2024-10-08
0012022-01-01JAE Y LEE2023-10-06 JAE Y LEE2023-10-06
0012021-01-01JAE Y LEE2022-07-23 JAE Y LEE2022-07-23
0012020-01-01JAE Y LEE2021-06-17 JAE Y LEE2021-06-17
0012019-01-01JAE Y LEE2020-05-15 JAE Y LEE2020-05-15
0012018-01-01JAE Y LEE2019-05-01 JAE Y LEE2019-05-01
0012017-01-01JAE Y LEE2018-06-05 JAE Y LEE2018-06-05
0012016-01-01JAE Y LEE2017-04-03 JAE Y LEE2017-04-03

Financial Data on LAW OFFICES OF LEE & ASSOCIATES, P.C. DEFINED BENEFIT PLAN

Measure Date Value
2025 : LAW OFFICES OF LEE & ASSOCIATES, P.C. DEFINED BENEFIT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-020
Total liabilities as of the end of the plan year2025-07-020
Total liabilities as of the beginning of the plan year2025-07-020
Total expenses incurred by plan in this plan year2025-07-020
Net assets as of the end of the plan year2025-07-023069678
Total assets as of the beginning of the plan year2025-07-022544383
Participant contributions to plan in this plan year2025-07-020
Other expenses paid from plan in this plan year2025-07-020
Other contributions to plan in this plan year2025-07-020
Other income to plan in this plan year2025-07-02290295
Plan net income in this plan year2025-07-02525295
Net assets as of the end of the plan year2025-07-023069678
Net assets as of the beginning of the plan year2025-07-022544383
Employer contributions to plan in this plan year2025-07-02235000
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-020
2024 : LAW OFFICES OF LEE & ASSOCIATES, P.C. DEFINED BENEFIT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-080
Total liabilities as of the end of the plan year2024-10-080
Total liabilities as of the beginning of the plan year2024-10-080
Total expenses incurred by plan in this plan year2024-10-080
Net assets as of the end of the plan year2024-10-082544383
Total assets as of the beginning of the plan year2024-10-082070219
Participant contributions to plan in this plan year2024-10-080
Other expenses paid from plan in this plan year2024-10-080
Other contributions to plan in this plan year2024-10-080
Other income to plan in this plan year2024-10-08224164
Plan net income in this plan year2024-10-08474164
Net assets as of the end of the plan year2024-10-082544383
Net assets as of the beginning of the plan year2024-10-082070219
Employer contributions to plan in this plan year2024-10-08250000
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-080

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