LEE & PARK CO., AN ACCOUNTANCY CORP. has sponsored the creation of one or more 401k plans.
Additional information about LEE & PARK CO., AN ACCOUNTANCY CORP.
Submission information for form 5500 for 401k plan LEE & PARK CASH BALANCE PENSION PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025 : LEE & PARK CASH BALANCE PENSION PLAN & TRUST 2025 401k financial data |
|---|
| 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 | 0 |
| Net assets as of the end of the plan year | 2025-10-13 | 1107188 |
| Total assets as of the beginning of the plan year | 2025-10-13 | 986777 |
| Value of plan covered by a fidelity bond | 2025-10-13 | 111000 |
| Participant contributions to plan in this plan year | 2025-10-13 | 0 |
| Other expenses paid from plan in this plan year | 2025-10-13 | 0 |
| Other contributions to plan in this plan year | 2025-10-13 | 0 |
| Other income to plan in this plan year | 2025-10-13 | 91011 |
| Plan net income in this plan year | 2025-10-13 | 120411 |
| Net assets as of the end of the plan year | 2025-10-13 | 1107188 |
| Net assets as of the beginning of the plan year | 2025-10-13 | 986777 |
| Employer contributions to plan in this plan year | 2025-10-13 | 29400 |
| Fees paid to broker by Benefit Provider | 2025-10-13 | 7342 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-13 | 0 |
| 2024 : LEE & PARK CASH BALANCE PENSION PLAN & TRUST 2024 401k financial data |
|---|
| Net assets as of the end of the plan year | 2024-10-01 | 986777 |
| Total assets as of the beginning of the plan year | 2024-10-01 | 811172 |
| Value of plan covered by a fidelity bond | 2024-10-01 | 100000 |
| Other income to plan in this plan year | 2024-10-01 | 95605 |
| Plan net income in this plan year | 2024-10-01 | 175605 |
| Net assets as of the end of the plan year | 2024-10-01 | 986777 |
| Net assets as of the beginning of the plan year | 2024-10-01 | 811172 |
| Employer contributions to plan in this plan year | 2024-10-01 | 80000 |
| 2022 : LEE & PARK CASH BALANCE PENSION PLAN & TRUST 2022 401k financial data |
|---|
| Net assets as of the end of the plan year | 2022-10-04 | 575517 |
| Total assets as of the beginning of the plan year | 2022-10-04 | 259100 |
| Value of plan covered by a fidelity bond | 2022-10-04 | 58000 |
| Other income to plan in this plan year | 2022-10-04 | 23352 |
| Plan net income in this plan year | 2022-10-04 | 316417 |
| Net assets as of the end of the plan year | 2022-10-04 | 575517 |
| Net assets as of the beginning of the plan year | 2022-10-04 | 259100 |
| Employer contributions to plan in this plan year | 2022-10-04 | 293065 |
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