401k Plan data: KING & LEE CPA 401K PROFIT SHARING PLAN plan

KING & LEE CPA 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	KING & LEE CPA 401K PROFIT SHARING PLAN
Plan identification number	001

KING & LEE CPA 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Plan covering Self-Employed individuals.

401k Sponsoring company profile

KING & LEE, CPA has sponsored the creation of one or more 401k plans.

Company Name: KING & LEE, CPA

Employer identification number (EIN): 680082178

NAIC Classification: 541213
NAIC Description: Tax Preparation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KING & LEE CPA 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 SANGKYU LEE
001 2015-01-01 SANGKYU LEE
001 2014-01-01 SANGKYU LEE
001 2013-01-01 SANGKYU LEE
001 2012-01-01 SANGKYU LEE
001 2011-01-01 SANGKYU LEE
001 2010-01-01 SANGKYU LEE
001 2009-01-01 SANGKYU LEE
001 2008-01-01 SANGKYU LEE
001 2007-01-01 SANGKYU LEE

Plan id#	Filing Submission Date	Name of Administrator
001	2016-01-01	SANGKYU LEE
001	2015-01-01	SANGKYU LEE
001	2014-01-01	SANGKYU LEE
001	2013-01-01	SANGKYU LEE
001	2012-01-01	SANGKYU LEE
001	2011-01-01	SANGKYU LEE
001	2010-01-01	SANGKYU LEE
001	2009-01-01	SANGKYU LEE
001	2008-01-01	SANGKYU LEE
001	2007-01-01	SANGKYU LEE

Plan Statistics for KING & LEE CPA 401K PROFIT SHARING PLAN

401k plan membership statisitcs for KING & LEE CPA 401K PROFIT SHARING PLAN

Measure Date Value
2016: KING & LEE CPA 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Total participants 2016-01-01 0
2015: KING & LEE CPA 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Number of retired or separated participants receiving benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 3
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: KING & LEE CPA 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Number of retired or separated participants receiving benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: KING & LEE CPA 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: KING & LEE CPA 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: KING & LEE CPA 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: KING & LEE CPA 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 3
Total participants 2010-01-01 6
Number of participants with account balances 2010-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: KING & LEE CPA 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Total of all active and inactive participants 2009-01-01 3
Total participants 2009-01-01 3
2008: KING & LEE CPA 401K PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 3
Total of all active and inactive participants 2008-01-01 3
Total participants 2008-01-01 3
Number of employers contributing to the scheme 2008-01-01 0
2007: KING & LEE CPA 401K PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 3
Total of all active and inactive participants 2007-01-01 3
Total participants 2007-01-01 3

Measure	Date	Value
2016: KING & LEE CPA 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Total participants	2016-01-01	0
2015: KING & LEE CPA 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Number of retired or separated participants receiving benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	3
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: KING & LEE CPA 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Number of retired or separated participants receiving benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: KING & LEE CPA 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: KING & LEE CPA 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: KING & LEE CPA 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: KING & LEE CPA 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	3
Total participants	2010-01-01	6
Number of participants with account balances	2010-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: KING & LEE CPA 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Total of all active and inactive participants	2009-01-01	3
Total participants	2009-01-01	3
2008: KING & LEE CPA 401K PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	3
Total of all active and inactive participants	2008-01-01	3
Total participants	2008-01-01	3
Number of employers contributing to the scheme	2008-01-01	0
2007: KING & LEE CPA 401K PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	3
Total of all active and inactive participants	2007-01-01	3
Total participants	2007-01-01	3

Financial Data on KING & LEE CPA 401K PROFIT SHARING PLAN

Measure	Date	Value
2016 : KING & LEE CPA 401K PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-08-09	$0
Total income from all sources	2016-08-09	$435,532
Expenses. Total of all expenses incurred	2016-08-09	$1,482,083
Benefits paid (including direct rollovers)	2016-08-09	$1,482,083
Total plan assets at end of year	2016-08-09	$0
Total plan assets at beginning of year	2016-08-09	$1,046,551
Other income received	2016-08-09	$397,532
Net income (gross income less expenses)	2016-08-09	$-1,046,551
Net plan assets at end of year (total assets less liabilities)	2016-08-09	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-08-09	$1,046,551
Total contributions received or receivable from employer(s)	2016-08-09	$38,000
2015 : KING & LEE CPA 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$66,528
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$1,046,551
Total plan assets at beginning of year	2015-12-31	$980,023
Other income received	2015-12-31	$19,028
Net income (gross income less expenses)	2015-12-31	$66,528
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,046,551
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$980,023
Total contributions received or receivable from employer(s)	2015-12-31	$47,500
2014 : KING & LEE CPA 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$-54,209
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$980,023
Total plan assets at beginning of year	2014-12-31	$1,034,232
Other income received	2014-12-31	$-106,540
Net income (gross income less expenses)	2014-12-31	$-54,209
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$980,023
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,034,232
Total contributions received or receivable from employer(s)	2014-12-31	$52,331
2013 : KING & LEE CPA 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$368,625
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,034,232
Total plan assets at beginning of year	2013-12-31	$665,607
Other income received	2013-12-31	$292,785
Net income (gross income less expenses)	2013-12-31	$368,625
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,034,232
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$665,607
Total contributions received or receivable from employer(s)	2013-12-31	$75,840
2012 : KING & LEE CPA 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$-30,915
Total plan assets at end of year	2012-12-31	$665,607
Total plan assets at beginning of year	2012-12-31	$685,579
Other income received	2012-12-31	$-91,915
Net income (gross income less expenses)	2012-12-31	$-30,915
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$665,607
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$685,579
Total contributions received or receivable from employer(s)	2012-12-31	$61,000
2011 : KING & LEE CPA 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$172,887
Total plan assets at end of year	2011-12-31	$685,579
Total plan assets at beginning of year	2011-12-31	$512,692
Other income received	2011-12-31	$111,387
Net income (gross income less expenses)	2011-12-31	$172,887
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$685,579
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$512,692
Total contributions received or receivable from employer(s)	2011-12-31	$61,500
2010 : KING & LEE CPA 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$196,427
Total plan assets at end of year	2010-12-31	$512,692
Total plan assets at beginning of year	2010-12-31	$316,265
Other income received	2010-12-31	$119,327
Net income (gross income less expenses)	2010-12-31	$196,427
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$512,692
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$316,265
Total contributions received or receivable from employer(s)	2010-12-31	$77,100

Form 5500 Responses for KING & LEE CPA 401K PROFIT SHARING PLAN

2016: KING & LEE CPA 401K PROFIT SHARING 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	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: KING & LEE CPA 401K PROFIT SHARING 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: KING & LEE CPA 401K PROFIT SHARING 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: KING & LEE CPA 401K PROFIT SHARING 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: KING & LEE CPA 401K PROFIT SHARING 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: KING & LEE CPA 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
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: KING & LEE CPA 401K PROFIT SHARING 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 is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: KING & LEE CPA 401K PROFIT SHARING 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
2008: KING & LEE CPA 401K PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes
2007: KING & LEE CPA 401K PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	KING & LEE, CPA
Employer identification number (EIN):	680082178
NAIC Classification:	541213
NAIC Description:	Tax Preparation Services