JOHN LEE MD, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHN LEE MD, LLC DEFINED BENEFIT PENSION PLAN
| Measure | Date | Value |
|---|
| 2025 : JOHN LEE MD, LLC DEFINED BENEFIT PENSION PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-14 | 121138 |
| Net assets as of the end of the plan year | 2025-10-14 | 1052754 |
| Total assets as of the beginning of the plan year | 2025-10-14 | 823614 |
| Other income to plan in this plan year | 2025-10-14 | 175278 |
| Plan net income in this plan year | 2025-10-14 | 229140 |
| Net assets as of the end of the plan year | 2025-10-14 | 1052754 |
| Net assets as of the beginning of the plan year | 2025-10-14 | 823614 |
| Employer contributions to plan in this plan year | 2025-10-14 | 175000 |
| Fees paid to broker by Benefit Provider | 2025-10-14 | 6428 |
| 2024 : JOHN LEE MD, LLC DEFINED BENEFIT PENSION PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-10-14 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-14 | 113812 |
| Net assets as of the end of the plan year | 2024-10-14 | 823614 |
| Total assets as of the beginning of the plan year | 2024-10-14 | 586748 |
| Other income to plan in this plan year | 2024-10-14 | 214678 |
| Plan net income in this plan year | 2024-10-14 | 236866 |
| Net assets as of the end of the plan year | 2024-10-14 | 823614 |
| Net assets as of the beginning of the plan year | 2024-10-14 | 586748 |
| Employer contributions to plan in this plan year | 2024-10-14 | 136000 |
| Fees paid to broker by Benefit Provider | 2024-10-14 | 25680 |
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