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LEE & UYEDA LLP 401k Plan overview

Plan NameLEE & UYEDA LLP
Plan identification number 001

LEE & UYEDA LLP Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

LEE & UYEDA LLP has sponsored the creation of one or more 401k plans.

Company Name:LEE & UYEDA LLP
Employer identification number (EIN):943144396
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE & UYEDA LLP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01WINSTON LEE
0012023-01-01
0012023-01-01WINSTON LEE
0012022-01-01
0012022-01-01WINSTON LEE
0012021-01-01
0012021-01-01WINSTON LEE
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01WINSTON LEE
0012016-01-01WINSTON LEE
0012015-01-01WINSTON LEE
0012014-01-01WINSTON LEE
0012013-01-01WINSTON LEE
0012012-01-01WINSTON LEE
0012011-01-01WINSTON LEE
0012009-01-01WINSTON LEE

Financial Data on LEE & UYEDA LLP

Measure Date Value
2023 : LEE & UYEDA LLP 2023 401k financial data
Total income from all sources2023-12-31$121,177
Total plan assets at end of year2023-12-31$1,136,023
Total plan assets at beginning of year2023-12-31$1,014,846
Value of fidelity bond covering the plan2023-12-31$500,000
Other income received2023-12-31$121,177
Net income (gross income less expenses)2023-12-31$121,177
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,136,023
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,014,846
2022 : LEE & UYEDA LLP 2022 401k financial data
Total income from all sources2022-12-31$-163,975
Total plan assets at end of year2022-12-31$1,014,846
Total plan assets at beginning of year2022-12-31$1,178,821
Value of fidelity bond covering the plan2022-12-31$500,000
Other income received2022-12-31$-163,975
Net income (gross income less expenses)2022-12-31$-163,975
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,014,846
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,178,821
2021 : LEE & UYEDA LLP 2021 401k financial data
Total income from all sources2021-12-31$146,988
Total plan assets at end of year2021-12-31$1,178,821
Total plan assets at beginning of year2021-12-31$1,031,833
Value of fidelity bond covering the plan2021-12-31$500,000
Other income received2021-12-31$146,988
Net income (gross income less expenses)2021-12-31$146,988
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,178,821
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,031,833
2020 : LEE & UYEDA LLP 2020 401k financial data
Total income from all sources2020-12-31$154,330
Total plan assets at end of year2020-12-31$1,031,833
Total plan assets at beginning of year2020-12-31$877,503
Value of fidelity bond covering the plan2020-12-31$500,000
Other income received2020-12-31$154,330
Net income (gross income less expenses)2020-12-31$154,330
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,031,833
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$877,503
2019 : LEE & UYEDA LLP 2019 401k financial data
Transfers to/from the plan2019-12-31$-85,673
Total income from all sources2019-12-31$176,266
Total plan assets at end of year2019-12-31$877,503
Total plan assets at beginning of year2019-12-31$786,910
Value of fidelity bond covering the plan2019-12-31$500,000
Other income received2019-12-31$176,266
Net income (gross income less expenses)2019-12-31$176,266
Net plan assets at end of year (total assets less liabilities)2019-12-31$877,503
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$786,910
2018 : LEE & UYEDA LLP 2018 401k financial data
Total income from all sources2018-12-31$-22,873
Total plan assets at end of year2018-12-31$786,910
Total plan assets at beginning of year2018-12-31$809,783
Value of fidelity bond covering the plan2018-12-31$100,000
Other income received2018-12-31$-22,873
Net income (gross income less expenses)2018-12-31$-22,873
Net plan assets at end of year (total assets less liabilities)2018-12-31$786,910
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$809,783
2017 : LEE & UYEDA LLP 2017 401k financial data
Total income from all sources2017-12-31$128,362
Total plan assets at end of year2017-12-31$809,783
Total plan assets at beginning of year2017-12-31$681,421
Value of fidelity bond covering the plan2017-12-31$100,000
Other income received2017-12-31$128,362
Net income (gross income less expenses)2017-12-31$128,362
Net plan assets at end of year (total assets less liabilities)2017-12-31$809,783
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$681,421
2016 : LEE & UYEDA LLP 2016 401k financial data
Total income from all sources2016-12-31$21,098
Total plan assets at end of year2016-12-31$681,421
Total plan assets at beginning of year2016-12-31$660,323
Value of fidelity bond covering the plan2016-12-31$100,000
Other income received2016-12-31$21,098
Net income (gross income less expenses)2016-12-31$21,098
Net plan assets at end of year (total assets less liabilities)2016-12-31$681,421
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$660,323
2015 : LEE & UYEDA LLP 2015 401k financial data
Total income from all sources2015-12-31$19,316
Total plan assets at end of year2015-12-31$660,323
Total plan assets at beginning of year2015-12-31$641,007
Value of fidelity bond covering the plan2015-12-31$100,000
Other income received2015-12-31$19,316
Net income (gross income less expenses)2015-12-31$19,316
Net plan assets at end of year (total assets less liabilities)2015-12-31$660,323
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$641,007
2014 : LEE & UYEDA LLP 2014 401k financial data
Transfers to/from the plan2014-12-31$-285,020
Total income from all sources2014-12-31$73,397
Total plan assets at end of year2014-12-31$641,007
Total plan assets at beginning of year2014-12-31$852,630
Value of fidelity bond covering the plan2014-12-31$100,000
Other income received2014-12-31$73,397
Net income (gross income less expenses)2014-12-31$73,397
Net plan assets at end of year (total assets less liabilities)2014-12-31$641,007
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$852,630
2013 : LEE & UYEDA LLP 2013 401k financial data
Total income from all sources2013-12-31$140,943
Total plan assets at end of year2013-12-31$852,630
Total plan assets at beginning of year2013-12-31$711,687
Value of fidelity bond covering the plan2013-12-31$100,000
Other income received2013-12-31$140,943
Net income (gross income less expenses)2013-12-31$140,943
Net plan assets at end of year (total assets less liabilities)2013-12-31$852,630
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$711,687
2012 : LEE & UYEDA LLP 2012 401k financial data
Total income from all sources2012-12-31$108,463
Total plan assets at end of year2012-12-31$711,687
Total plan assets at beginning of year2012-12-31$603,224
Value of fidelity bond covering the plan2012-12-31$120,000
Other income received2012-12-31$108,463
Net income (gross income less expenses)2012-12-31$108,463
Net plan assets at end of year (total assets less liabilities)2012-12-31$711,687
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$603,224
2011 : LEE & UYEDA LLP 2011 401k financial data
Total income from all sources2011-12-31$-6,150
Total plan assets at end of year2011-12-31$603,224
Total plan assets at beginning of year2011-12-31$609,374
Value of fidelity bond covering the plan2011-12-31$100,000
Other income received2011-12-31$-6,150
Net income (gross income less expenses)2011-12-31$-6,150
Net plan assets at end of year (total assets less liabilities)2011-12-31$603,224
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$609,374
2010 : LEE & UYEDA LLP 2010 401k financial data
Total income from all sources2010-12-31$66,893
Total plan assets at end of year2010-12-31$609,374
Total plan assets at beginning of year2010-12-31$542,481
Value of fidelity bond covering the plan2010-12-31$100,000
Other income received2010-12-31$66,893
Net income (gross income less expenses)2010-12-31$66,893
Net plan assets at end of year (total assets less liabilities)2010-12-31$609,374
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$542,481

Form 5500 Responses for LEE & UYEDA LLP

2023: LEE & UYEDA LLP 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: LEE & UYEDA LLP 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LEE & UYEDA LLP 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LEE & UYEDA LLP 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LEE & UYEDA LLP 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LEE & UYEDA LLP 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LEE & UYEDA LLP 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LEE & UYEDA LLP 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LEE & UYEDA LLP 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LEE & UYEDA LLP 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LEE & UYEDA LLP 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LEE & UYEDA LLP 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LEE & UYEDA LLP 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LEE & UYEDA LLP 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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