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LEE & ASSOCIATES - CITY OF INDUSTRY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameLEE & ASSOCIATES - CITY OF INDUSTRY 401(K) PROFIT SHARING PLAN
Plan identification number 001

LEE & ASSOCIATES - CITY OF INDUSTRY 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

LEE & ASSOCIATES COMMERCIAL REAL ESTATE SERVICES has sponsored the creation of one or more 401k plans.

Company Name:LEE & ASSOCIATES COMMERCIAL REAL ESTATE SERVICES
Employer identification number (EIN):954295544
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE & ASSOCIATES - CITY OF INDUSTRY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01

Financial Data on LEE & ASSOCIATES - CITY OF INDUSTRY 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : LEE & ASSOCIATES - CITY OF INDUSTRY 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-080
Total liabilities as of the end of the plan year2025-05-080
Total liabilities as of the beginning of the plan year2025-05-080
Total expenses incurred by plan in this plan year2025-05-084882
Net assets as of the end of the plan year2025-05-08279349
Total assets as of the beginning of the plan year2025-05-08224718
Value of plan covered by a fidelity bond2025-05-08385000
Participant contributions to plan in this plan year2025-05-0818790
Value of participant loans at end of plan year2025-05-0819905
Other expenses paid from plan in this plan year2025-05-080
Other contributions to plan in this plan year2025-05-080
Other income to plan in this plan year2025-05-0840723
Plan net income in this plan year2025-05-0854631
Net assets as of the end of the plan year2025-05-08279349
Net assets as of the beginning of the plan year2025-05-08224718
Employer contributions to plan in this plan year2025-05-080
Fees paid to broker by Benefit Provider2025-05-081976
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-081492
2024 : LEE & ASSOCIATES - CITY OF INDUSTRY 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-150
Total liabilities as of the end of the plan year2024-05-150
Total liabilities as of the beginning of the plan year2024-05-150
Total expenses incurred by plan in this plan year2024-05-152683
Net assets as of the end of the plan year2024-05-15224718
Total assets as of the beginning of the plan year2024-05-15163371
Value of plan covered by a fidelity bond2024-05-15385000
Participant contributions to plan in this plan year2024-05-1523921
Other expenses paid from plan in this plan year2024-05-150
Other contributions to plan in this plan year2024-05-150
Other income to plan in this plan year2024-05-1540109
Plan net income in this plan year2024-05-1561347
Net assets as of the end of the plan year2024-05-15224718
Net assets as of the beginning of the plan year2024-05-15163371
Employer contributions to plan in this plan year2024-05-150
Fees paid to broker by Benefit Provider2024-05-151514
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-151078
2022 : LEE & ASSOCIATES - CITY OF INDUSTRY 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-040
Total liabilities as of the end of the plan year2022-08-040
Total liabilities as of the beginning of the plan year2022-08-040
Total expenses incurred by plan in this plan year2022-08-04990
Net assets as of the end of the plan year2022-08-04185968
Total assets as of the beginning of the plan year2022-08-04146340
Value of plan covered by a fidelity bond2022-08-04385000
Participant contributions to plan in this plan year2022-08-0413925
Value of participant loans at end of plan year2022-08-04109
Other expenses paid from plan in this plan year2022-08-040
Other contributions to plan in this plan year2022-08-040
Other income to plan in this plan year2022-08-0426693
Plan net income in this plan year2022-08-0439628
Net assets as of the end of the plan year2022-08-04185968
Net assets as of the beginning of the plan year2022-08-04146340
Employer contributions to plan in this plan year2022-08-040
Fees paid to broker by Benefit Provider2022-08-041302
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-04990

Potentially related plans

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