| Plan Name | LEE & PARK 401(K) PROFIT SHARING PLAN & TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | LEE & PARK CO., AN ACCOUNTANCY CORP. |
| Employer identification number (EIN): | 954533828 |
| NAIC Classification: | 541211 |
| NAIC Description: | Offices of Certified Public Accountants |
Additional information about LEE & PARK CO., AN ACCOUNTANCY CORP.
| Jurisdiction of Incorporation: | California Department of State |
| Incorporation Date: | 1995-05-01 |
| Company Identification Number: | C1762782 |
| Legal Registered Office Address: |
26319 Woodlark Lane Valencia United States of America (USA) 91355 |
More information about LEE & PARK CO., AN ACCOUNTANCY CORP.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | EUGENE PARK | 2024-10-01 | ||
| 001 | 2022-01-01 | EUGENE PARK | 2023-09-30 | ||
| 001 | 2021-01-01 | EUGENE PARK | 2022-10-04 | EUGENE PARK | 2022-10-04 |
| 001 | 2020-01-01 |
| Measure | Date | Value |
|---|---|---|
| 2025 : LEE & PARK 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-10-13 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-13 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-13 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-13 | 6552 |
| Net assets as of the end of the plan year | 2025-10-13 | 511656 |
| Total assets as of the beginning of the plan year | 2025-10-13 | 348553 |
| Value of plan covered by a fidelity bond | 2025-10-13 | 52000 |
| Participant contributions to plan in this plan year | 2025-10-13 | 38700 |
| Other expenses paid from plan in this plan year | 2025-10-13 | 6552 |
| Other contributions to plan in this plan year | 2025-10-13 | 0 |
| Other income to plan in this plan year | 2025-10-13 | 94824 |
| Plan net income in this plan year | 2025-10-13 | 163103 |
| Net assets as of the end of the plan year | 2025-10-13 | 511656 |
| Net assets as of the beginning of the plan year | 2025-10-13 | 348553 |
| Employer contributions to plan in this plan year | 2025-10-13 | 36131 |
| Fees paid to broker by Benefit Provider | 2025-10-13 | 2748 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-13 | 0 |
| 2024 : LEE & PARK 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-10-01 | 4045 |
| Net assets as of the end of the plan year | 2024-10-01 | 348553 |
| Total assets as of the beginning of the plan year | 2024-10-01 | 195903 |
| Value of plan covered by a fidelity bond | 2024-10-01 | 50000 |
| Participant contributions to plan in this plan year | 2024-10-01 | 54500 |
| Other income to plan in this plan year | 2024-10-01 | 66061 |
| Plan net income in this plan year | 2024-10-01 | 152650 |
| Net assets as of the end of the plan year | 2024-10-01 | 348553 |
| Net assets as of the beginning of the plan year | 2024-10-01 | 195903 |
| Employer contributions to plan in this plan year | 2024-10-01 | 36134 |
| Fees paid to broker by Benefit Provider | 2024-10-01 | 4045 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-01 | 4045 |