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PROFIT SHARING 401k Plan overview

Plan NamePROFIT SHARING
Plan identification number 001

PROFIT SHARING Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Plan covering Self-Employed individuals.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

THOMAS E LEE has sponsored the creation of one or more 401k plans.

Company Name:THOMAS E LEE
Employer identification number (EIN):581576179
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01THOMAS E LEE
0012023-01-01
0012023-01-01THOMAS E LEE
0012020-01-01
0012019-01-01
0012018-01-01THOMAS E LEE
0012017-01-01THOMAS E LEE
0012016-01-01THOMAS E LEE
0012015-01-01THOMAS E LEE
0012014-01-01THOMAS E LEE
0012013-01-01THOMAS E LEE
0012012-01-01THOMAS E LEE
0012011-01-01THOMAS E LEE
0012010-01-01THOMAS E LEE
0012009-01-01DAVID BASS
0012009-01-01THOMAS E LEE

Financial Data on PROFIT SHARING

Measure Date Value
2024 : PROFIT SHARING 2024 401k financial data
Total income from all sources2024-01-01$78,188
Total plan assets at end of year2024-01-01$611,026
Total plan assets at beginning of year2024-01-01$532,838
Other income received2024-01-01$78,188
Net income (gross income less expenses)2024-01-01$78,188
Net plan assets at end of year (total assets less liabilities)2024-01-01$611,026
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$532,838
2023 : PROFIT SHARING 2023 401k financial data
Total income from all sources2023-12-31$63,910
Expenses. Total of all expenses incurred2023-12-31$1,063
Benefits paid (including direct rollovers)2023-12-31$1,063
Total plan assets at end of year2023-12-31$532,838
Total plan assets at beginning of year2023-12-31$469,991
Other income received2023-12-31$63,910
Net income (gross income less expenses)2023-12-31$62,847
Net plan assets at end of year (total assets less liabilities)2023-12-31$532,838
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$469,991
2021 : PROFIT SHARING 2021 401k financial data
Total income from all sources2021-12-31$56,780
Total plan assets at end of year2021-12-31$539,894
Total plan assets at beginning of year2021-12-31$483,114
Other income received2021-12-31$56,780
Net income (gross income less expenses)2021-12-31$56,780
Net plan assets at end of year (total assets less liabilities)2021-12-31$539,894
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$483,114
2020 : PROFIT SHARING 2020 401k financial data
Total income from all sources2020-12-31$56,867
Total plan assets at end of year2020-12-31$483,114
Total plan assets at beginning of year2020-12-31$426,247
Other income received2020-12-31$56,867
Net income (gross income less expenses)2020-12-31$56,867
Net plan assets at end of year (total assets less liabilities)2020-12-31$483,114
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$426,247
2019 : PROFIT SHARING 2019 401k financial data
Total income from all sources2019-12-31$50,116
Total plan assets at end of year2019-12-31$426,247
Total plan assets at beginning of year2019-12-31$376,131
Other income received2019-12-31$50,116
Net income (gross income less expenses)2019-12-31$50,116
Net plan assets at end of year (total assets less liabilities)2019-12-31$426,247
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$376,131
2018 : PROFIT SHARING 2018 401k financial data
Total income from all sources2018-12-31$-14,006
Expenses. Total of all expenses incurred2018-12-31$14,844
Benefits paid (including direct rollovers)2018-12-31$14,844
Total plan assets at end of year2018-12-31$376,131
Total plan assets at beginning of year2018-12-31$404,981
Other income received2018-12-31$-14,006
Net income (gross income less expenses)2018-12-31$-28,850
Net plan assets at end of year (total assets less liabilities)2018-12-31$376,131
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$404,981
2017 : PROFIT SHARING 2017 401k financial data
Total income from all sources2017-12-31$23,269
Expenses. Total of all expenses incurred2017-12-31$8,631
Benefits paid (including direct rollovers)2017-12-31$8,631
Total plan assets at end of year2017-12-31$404,981
Total plan assets at beginning of year2017-12-31$390,343
Other income received2017-12-31$23,269
Net income (gross income less expenses)2017-12-31$14,638
Net plan assets at end of year (total assets less liabilities)2017-12-31$404,981
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$390,343
2016 : PROFIT SHARING 2016 401k financial data
Total income from all sources2016-12-31$21,903
Expenses. Total of all expenses incurred2016-12-31$3,852
Benefits paid (including direct rollovers)2016-12-31$3,852
Total plan assets at end of year2016-12-31$390,343
Total plan assets at beginning of year2016-12-31$372,292
Other income received2016-12-31$21,903
Net income (gross income less expenses)2016-12-31$18,051
Net plan assets at end of year (total assets less liabilities)2016-12-31$390,343
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$372,292
2015 : PROFIT SHARING 2015 401k financial data
Total income from all sources2015-12-31$13,363
Total plan assets at end of year2015-12-31$372,292
Total plan assets at beginning of year2015-12-31$358,929
Other income received2015-12-31$13,363
Net income (gross income less expenses)2015-12-31$13,363
Net plan assets at end of year (total assets less liabilities)2015-12-31$372,292
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$358,929
2014 : PROFIT SHARING 2014 401k financial data
Total income from all sources2014-12-31$12,698
Total plan assets at end of year2014-12-31$358,929
Total plan assets at beginning of year2014-12-31$346,231
Other income received2014-12-31$12,698
Net income (gross income less expenses)2014-12-31$12,698
Net plan assets at end of year (total assets less liabilities)2014-12-31$358,929
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$346,231
2013 : PROFIT SHARING 2013 401k financial data
Total income from all sources2013-12-31$34,648
Total plan assets at end of year2013-12-31$346,231
Total plan assets at beginning of year2013-12-31$311,583
Other income received2013-12-31$34,648
Net income (gross income less expenses)2013-12-31$34,648
Net plan assets at end of year (total assets less liabilities)2013-12-31$346,231
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$311,583
2012 : PROFIT SHARING 2012 401k financial data
Total income from all sources2012-12-31$42,267
Expenses. Total of all expenses incurred2012-12-31$1,993
Benefits paid (including direct rollovers)2012-12-31$1,993
Total plan assets at end of year2012-12-31$311,583
Total plan assets at beginning of year2012-12-31$271,309
Other income received2012-12-31$42,267
Net income (gross income less expenses)2012-12-31$40,274
Net plan assets at end of year (total assets less liabilities)2012-12-31$311,583
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$271,309
2011 : PROFIT SHARING 2011 401k financial data
Total income from all sources2011-12-31$24,758
Total plan assets at end of year2011-12-31$271,309
Total plan assets at beginning of year2011-12-31$246,551
Other income received2011-12-31$24,758
Net income (gross income less expenses)2011-12-31$24,758
Net plan assets at end of year (total assets less liabilities)2011-12-31$271,309
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$246,551
2010 : PROFIT SHARING 2010 401k financial data
Total income from all sources2010-12-31$42,304
Total plan assets at end of year2010-12-31$246,551
Total plan assets at beginning of year2010-12-31$204,247
Contributions received from other sources (not participants or employers)2010-12-31$42,304
Net income (gross income less expenses)2010-12-31$42,304
Net plan assets at end of year (total assets less liabilities)2010-12-31$246,551
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$204,247

Form 5500 Responses for PROFIT SHARING

2023: PROFIT SHARING 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2020: PROFIT SHARING 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PROFIT SHARING 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PROFIT SHARING 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PROFIT SHARING 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PROFIT SHARING 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PROFIT SHARING 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PROFIT SHARING 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PROFIT SHARING 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PROFIT SHARING 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PROFIT SHARING 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PROFIT SHARING 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PROFIT SHARING 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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