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JOHN LEE MD, LLC RETIREMENT PLAN 401k Plan overview

Plan NameJOHN LEE MD, LLC RETIREMENT PLAN
Plan identification number 001

JOHN LEE MD, LLC RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • 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.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

JOHN LEE MD, LLC has sponsored the creation of one or more 401k plans.

Company Name:JOHN LEE MD, LLC
Employer identification number (EIN):822705344
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN LEE MD, LLC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN Y LEE2024-09-09 JOHN Y LEE2024-09-09
0012022-01-01JOHN LEE2023-07-20 JOHN LEE2023-07-20
0012021-01-01JOHN Y. LEE2022-10-11 JOHN Y. LEE2022-10-11

Financial Data on JOHN LEE MD, LLC RETIREMENT PLAN

Measure Date Value
2025 : JOHN LEE MD, LLC RETIREMENT PLAN 2025 401k financial data
Net assets as of the end of the plan year2025-09-081100013
Total assets as of the beginning of the plan year2025-09-08709532
Value of plan covered by a fidelity bond2025-09-0870000
Participant contributions to plan in this plan year2025-09-0868877
Other contributions to plan in this plan year2025-09-08156192
Other income to plan in this plan year2025-09-08110731
Plan net income in this plan year2025-09-08390481
Net assets as of the end of the plan year2025-09-081100013
Net assets as of the beginning of the plan year2025-09-08709532
Employer contributions to plan in this plan year2025-09-0854681
2024 : JOHN LEE MD, LLC RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-091947
Net assets as of the end of the plan year2024-09-09709532
Total assets as of the beginning of the plan year2024-09-09501087
Value of plan covered by a fidelity bond2024-09-0970000
Participant contributions to plan in this plan year2024-09-0968981
Other income to plan in this plan year2024-09-0997856
Plan net income in this plan year2024-09-09208445
Net assets as of the end of the plan year2024-09-09709532
Net assets as of the beginning of the plan year2024-09-09501087
Employer contributions to plan in this plan year2024-09-0943555
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-09269

Potentially related plans

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