JOHN R LEE DMD MS PLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHN R LEE DMD PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2018 : JOHN R LEE DMD PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $53,844 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $3,075,816 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $3,075,816 |
| Total plan assets at end of year | 2018-12-31 | $0 |
| Total plan assets at beginning of year | 2018-12-31 | $3,021,972 |
| Value of fidelity bond covering the plan | 2018-12-31 | $250,000 |
| Other income received | 2018-12-31 | $53,844 |
| Net income (gross income less expenses) | 2018-12-31 | $-3,021,972 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,021,972 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
| 2017 : JOHN R LEE DMD PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $548,428 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $91,324 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $91,324 |
| Total plan assets at end of year | 2017-12-31 | $3,021,972 |
| Total plan assets at beginning of year | 2017-12-31 | $2,564,868 |
| Value of fidelity bond covering the plan | 2017-12-31 | $250,000 |
| Other income received | 2017-12-31 | $478,682 |
| Net income (gross income less expenses) | 2017-12-31 | $457,104 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,021,972 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,564,868 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $69,746 |
| 2016 : JOHN R LEE DMD PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $265,289 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $144,602 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $144,602 |
| Total plan assets at end of year | 2016-12-31 | $2,564,868 |
| Total plan assets at beginning of year | 2016-12-31 | $2,444,181 |
| Value of fidelity bond covering the plan | 2016-12-31 | $250,000 |
| Other income received | 2016-12-31 | $200,269 |
| Net income (gross income less expenses) | 2016-12-31 | $120,687 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,564,868 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,444,181 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $65,020 |
| 2015 : JOHN R LEE DMD PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-5,040 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $83,111 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $83,111 |
| Total plan assets at end of year | 2015-12-31 | $2,444,181 |
| Total plan assets at beginning of year | 2015-12-31 | $2,532,332 |
| Other income received | 2015-12-31 | $-70,166 |
| Net income (gross income less expenses) | 2015-12-31 | $-88,151 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,444,181 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,532,332 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $65,126 |
| 2018: JOHN R LEE DMD PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | This submission is the final filing | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: JOHN R LEE DMD PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: JOHN R LEE DMD PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: JOHN R LEE DMD PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
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