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LEE & ASSOCIATES 401(K) PLAN 401k Plan overview

Plan NameLEE & ASSOCIATES 401(K) PLAN
Plan identification number 001

LEE & ASSOCIATES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

REALTY ADVENTURES, INC. DBA LEE & has sponsored the creation of one or more 401k plans.

Company Name:REALTY ADVENTURES, INC. DBA LEE &
Employer identification number (EIN):954507429
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE & ASSOCIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-02-01MICHAEL GUDMUNDSON2023-11-13
0012021-02-01NANETTE YOSHIMI2022-10-16 NANETTE YOSHIMI2022-10-16
0012020-02-01TESS DOREGIOS2021-09-14 TESS DOREGIOS2021-09-14
0012020-02-01TESSIBELLE DOREGIOS2021-11-11 TESSIBELLE DOREGIOS2021-11-11
0012020-02-01TESS DOREGIOS2021-09-14 TESS DOREGIOS2021-09-14
0012019-02-01WENDY DAVIDIAN2020-03-02 WENDY DAVIDIAN2020-03-02
0012018-02-01WENDY DAVIDIAN2019-12-13 WENDY DAVIDIAN2019-12-13
0012017-02-01VICTORIA OZUNA2018-09-05 VICTORIA OZUNA2018-09-05
0012017-02-01VICTORIA OZUNA2018-09-28 VICTORIA OZUNA2018-09-28
0012016-02-01VICTORIA OZUNA2017-08-15 VICTORIA OZUNA2017-08-15
0012015-02-01VICTORIA OZUNA2016-03-02 VICTORIA OZUNA2016-03-02
0012014-02-01VICTORIA OZUNA2015-03-31 VICTORIA OZUNA2015-04-01
0012013-02-01VICTORIA OZUNA2014-03-14 VICTORIA OZUNA2014-03-14
0012012-02-01VICTORIA OZUNA2013-04-10 VICTORIA OZUNA2013-04-10
0012011-02-01ZENY DEL MUNDO2012-05-24
0012010-02-01ALEXANDER DEL MUNDO2011-07-08

Financial Data on LEE & ASSOCIATES 401(K) PLAN

Measure Date Value
2025 : LEE & ASSOCIATES 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-180
Total liabilities as of the end of the plan year2025-07-180
Total liabilities as of the beginning of the plan year2025-07-180
Total expenses incurred by plan in this plan year2025-07-181965
Net assets as of the end of the plan year2025-07-18239485
Total assets as of the beginning of the plan year2025-07-18200567
Value of plan covered by a fidelity bond2025-07-1850000
Participant contributions to plan in this plan year2025-07-1824505
Other expenses paid from plan in this plan year2025-07-180
Other contributions to plan in this plan year2025-07-180
Other income to plan in this plan year2025-07-1816378
Plan net income in this plan year2025-07-1838918
Net assets as of the end of the plan year2025-07-18239485
Net assets as of the beginning of the plan year2025-07-18200567
Value of contributions failed to transmitted timely2025-07-1816885
Fees paid to broker by Benefit Provider2025-07-18500
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-181965
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 year2025-05-08212884
Net assets as of the end of the plan year2025-05-0858278
Total assets as of the beginning of the plan year2025-05-08239485
Value of plan covered by a fidelity bond2025-05-0850000
Participant contributions to plan in this plan year2025-05-0815827
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 year2025-05-0815850
Plan net income in this plan year2025-05-08-181207
Net assets as of the end of the plan year2025-05-0858278
Net assets as of the beginning of the plan year2025-05-08239485
Fees paid to broker by Benefit Provider2025-05-08459
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-081698
Total transfers to/from plan in this plan year2025-02-030
Total liabilities as of the end of the plan year2025-02-030
Total liabilities as of the beginning of the plan year2025-02-030
Total expenses incurred by plan in this plan year2025-02-031965
Net assets as of the end of the plan year2025-02-03239485
Total assets as of the beginning of the plan year2025-02-03200567
Value of plan covered by a fidelity bond2025-02-0350000
Participant contributions to plan in this plan year2025-02-0324505
Other expenses paid from plan in this plan year2025-02-030
Other contributions to plan in this plan year2025-02-030
Other income to plan in this plan year2025-02-0316378
Plan net income in this plan year2025-02-0338918
Net assets as of the end of the plan year2025-02-03239485
Net assets as of the beginning of the plan year2025-02-03200567
Value of contributions failed to transmitted timely2025-02-0316885
Fees paid to broker by Benefit Provider2025-02-03500
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-031965
2022 : LEE & ASSOCIATES 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-160
Total liabilities as of the end of the plan year2022-10-160
Total liabilities as of the beginning of the plan year2022-10-160
Total expenses incurred by plan in this plan year2022-10-162084
Net assets as of the end of the plan year2022-10-16220482
Total assets as of the beginning of the plan year2022-10-16202470
Value of plan covered by a fidelity bond2022-10-1650000
Participant contributions to plan in this plan year2022-10-167860
Other expenses paid from plan in this plan year2022-10-160
Other contributions to plan in this plan year2022-10-160
Other income to plan in this plan year2022-10-1612236
Plan net income in this plan year2022-10-1618012
Net assets as of the end of the plan year2022-10-16220482
Net assets as of the beginning of the plan year2022-10-16202470
Employer contributions to plan in this plan year2022-10-160
Fees paid to broker by Benefit Provider2022-10-16541
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-162084

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