JAMES S. LEE, M.D., PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES S. LEE, M.D., PA 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : JAMES S. LEE, M.D., PA 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-08-29 | 0 |
| Total liabilities as of the end of the plan year | 2025-08-29 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-08-29 | 0 |
| Total expenses incurred by plan in this plan year | 2025-08-29 | 27313 |
| Net assets as of the end of the plan year | 2025-08-29 | 1246538 |
| Total assets as of the beginning of the plan year | 2025-08-29 | 1028598 |
| Value of plan covered by a fidelity bond | 2025-08-29 | 70000 |
| Participant contributions to plan in this plan year | 2025-08-29 | 53461 |
| Value of participant loans at end of plan year | 2025-08-29 | 0 |
| Other expenses paid from plan in this plan year | 2025-08-29 | 18147 |
| Other contributions to plan in this plan year | 2025-08-29 | 0 |
| Other income to plan in this plan year | 2025-08-29 | 184616 |
| Plan net income in this plan year | 2025-08-29 | 217940 |
| Net assets as of the end of the plan year | 2025-08-29 | 1246538 |
| Net assets as of the beginning of the plan year | 2025-08-29 | 1028598 |
| Employer contributions to plan in this plan year | 2025-08-29 | 7176 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-29 | 0 |
| 2024 : JAMES S. LEE, M.D., PA 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-01 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-01 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-01 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-01 | 14711 |
| Net assets as of the end of the plan year | 2024-10-01 | 1028598 |
| Total assets as of the beginning of the plan year | 2024-10-01 | 827552 |
| Value of plan covered by a fidelity bond | 2024-10-01 | 83000 |
| Participant contributions to plan in this plan year | 2024-10-01 | 52423 |
| Value of participant loans at end of plan year | 2024-10-01 | 3065 |
| Other expenses paid from plan in this plan year | 2024-10-01 | 14711 |
| Other contributions to plan in this plan year | 2024-10-01 | 0 |
| Other income to plan in this plan year | 2024-10-01 | 156115 |
| Plan net income in this plan year | 2024-10-01 | 201046 |
| Net assets as of the end of the plan year | 2024-10-01 | 1028598 |
| Net assets as of the beginning of the plan year | 2024-10-01 | 827552 |
| Employer contributions to plan in this plan year | 2024-10-01 | 7219 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-01 | 0 |
| 2010 : JAMES S. LEE, M.D., PA 401(K) PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $15,928 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $22,933 |
| Total plan assets at beginning of year | 2010-12-31 | $7,005 |
| Value of fidelity bond covering the plan | 2010-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $10,400 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $121 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $15,928 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $22,933 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $7,005 |
| Assets. Value of participant loans | 2010-12-31 | $32,501 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $5,407 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
