401k Plan data: JOHN R LEE DMD MONEY PURCHASE PLAN plan

JOHN R LEE DMD MONEY PURCHASE PLAN 401k Plan overview

Plan Name	JOHN R LEE DMD MONEY PURCHASE PLAN
Plan identification number	002

JOHN R LEE DMD MONEY PURCHASE PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit) 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 R LEE DMD MS has sponsored the creation of one or more 401k plans.

Company Name: JOHN R LEE DMD MS

Employer identification number (EIN): 860396654

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN R LEE DMD MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-01-01 JOHN R LEE
002 2013-01-01 JOHN R LEE
002 2012-01-01 JOHN R LEE
002 2011-01-01 JOHN R LEE
002 2009-01-01 JOHN LEE

Plan id#	Filing Submission Date	Name of Administrator
002	2014-01-01	JOHN R LEE
002	2013-01-01	JOHN R LEE
002	2012-01-01	JOHN R LEE
002	2011-01-01	JOHN R LEE
002	2009-01-01	JOHN LEE

Financial Data on JOHN R LEE DMD MONEY PURCHASE PLAN

Measure	Date	Value
2014 : JOHN R LEE DMD MONEY PURCHASE PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$-769,292
Total income from all sources	2014-12-31	$4,307
Expenses. Total of all expenses incurred	2014-12-31	$154,423
Benefits paid (including direct rollovers)	2014-12-31	$154,423
Total plan assets at end of year	2014-12-31	$0
Total plan assets at beginning of year	2014-12-31	$919,408
Other income received	2014-12-31	$4,307
Net income (gross income less expenses)	2014-12-31	$-150,116
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$919,408
Total contributions received or receivable from employer(s)	2014-12-31	$0
2013 : JOHN R LEE DMD MONEY PURCHASE PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$69,709
Expenses. Total of all expenses incurred	2013-12-31	$10,516
Benefits paid (including direct rollovers)	2013-12-31	$10,516
Total plan assets at end of year	2013-12-31	$919,408
Total plan assets at beginning of year	2013-12-31	$860,215
Other income received	2013-12-31	$55,330
Net income (gross income less expenses)	2013-12-31	$59,193
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$919,408
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$860,215
Total contributions received or receivable from employer(s)	2013-12-31	$14,379
2012 : JOHN R LEE DMD MONEY PURCHASE PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$102,021
Total plan assets at end of year	2012-12-31	$860,215
Total plan assets at beginning of year	2012-12-31	$758,194
Other income received	2012-12-31	$83,569
Net income (gross income less expenses)	2012-12-31	$102,021
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$860,215
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$758,194
Total contributions received or receivable from employer(s)	2012-12-31	$18,452
2011 : JOHN R LEE DMD MONEY PURCHASE PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-20,535
Total plan assets at end of year	2011-12-31	$758,194
Total plan assets at beginning of year	2011-12-31	$778,729
Other income received	2011-12-31	$-37,756
Net income (gross income less expenses)	2011-12-31	$-20,535
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$758,194
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$778,729
Total contributions received or receivable from employer(s)	2011-12-31	$17,221
2010 : JOHN R LEE DMD MONEY PURCHASE PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$88,020
Expenses. Total of all expenses incurred	2010-12-31	$469
Benefits paid (including direct rollovers)	2010-12-31	$469
Total plan assets at end of year	2010-12-31	$778,729
Total plan assets at beginning of year	2010-12-31	$691,178
Other income received	2010-12-31	$70,003
Net income (gross income less expenses)	2010-12-31	$87,551
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$778,729
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$691,178
Total contributions received or receivable from employer(s)	2010-12-31	$18,017
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$16,143
Amount contributed by the employer to the plan for this plan year	2010-12-31	$16,143
2009 : JOHN R LEE DMD MONEY PURCHASE PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$19,468
Amount contributed by the employer to the plan for this plan year	2009-12-31	$19,468

Form 5500 Responses for JOHN R LEE DMD MONEY PURCHASE PLAN

2014: JOHN R LEE DMD MONEY PURCHASE PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	This submission is the final filing	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JOHN R LEE DMD MONEY PURCHASE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JOHN R LEE DMD MONEY PURCHASE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JOHN R LEE DMD MONEY PURCHASE PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: JOHN R LEE DMD MONEY PURCHASE 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

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Company Name:	JOHN R LEE DMD MS
Employer identification number (EIN):	860396654
NAIC Classification:	621210
NAIC Description:	Offices of Dentists