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| Plan Name | LEE & ZALAS, P.C. 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | LEE & ZALAS, P.C. |
| Employer identification number (EIN): | 873223789 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | CLINT ZALAS | 2024-08-05 | CLINT ZALAS | 2024-08-05 |
| 001 | 2022-01-01 | CLINT ZALAS | 2023-09-07 | CLINT ZALAS | 2023-09-07 |
| 001 | 2021-01-01 | CLINT ZALAS | 2022-09-09 | CLINT ZALAS | 2022-09-09 |
| Measure | Date | Value |
|---|---|---|
| 2024 : LEE & ZALAS, P.C. 401(K) PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-08-05 | 5588 |
| Net assets as of the end of the plan year | 2024-08-05 | 799189 |
| Total assets as of the beginning of the plan year | 2024-08-05 | 575482 |
| Value of plan covered by a fidelity bond | 2024-08-05 | 100000 |
| Participant contributions to plan in this plan year | 2024-08-05 | 39448 |
| Other income to plan in this plan year | 2024-08-05 | 116640 |
| Plan net income in this plan year | 2024-08-05 | 223707 |
| Net assets as of the end of the plan year | 2024-08-05 | 799189 |
| Net assets as of the beginning of the plan year | 2024-08-05 | 575482 |
| Employer contributions to plan in this plan year | 2024-08-05 | 73207 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-05 | 5588 |
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