EDWARD M. LEE, JR. ACCOUNTANCY CORP . has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EDWARD M. LEE JR. ACCTCY CORP & AFF COS DEFINED BENEFIT PENS PLAN
| Measure | Date | Value |
|---|
| 2025 : EDWARD M. LEE JR. ACCTCY CORP & AFF COS DEFINED BENEFIT PENS PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-05-12 | 0 |
| Total liabilities as of the end of the plan year | 2025-05-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-05-12 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-12 | 552520 |
| Net assets as of the end of the plan year | 2025-05-12 | 0 |
| Total assets as of the beginning of the plan year | 2025-05-12 | 552520 |
| Participant contributions to plan in this plan year | 2025-05-12 | 0 |
| Other expenses paid from plan in this plan year | 2025-05-12 | 0 |
| Other contributions to plan in this plan year | 2025-05-12 | 0 |
| Other income to plan in this plan year | 2025-05-12 | 0 |
| Plan net income in this plan year | 2025-05-12 | -552520 |
| Net assets as of the end of the plan year | 2025-05-12 | 0 |
| Net assets as of the beginning of the plan year | 2025-05-12 | 552520 |
| Employer contributions to plan in this plan year | 2025-05-12 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-12 | 0 |
| 2024 : EDWARD M. LEE JR. ACCTCY CORP & AFF COS DEFINED BENEFIT PENS PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-30 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-30 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-30 | 21924 |
| Net assets as of the end of the plan year | 2024-07-30 | 552520 |
| Total assets as of the beginning of the plan year | 2024-07-30 | 536386 |
| Participant contributions to plan in this plan year | 2024-07-30 | 0 |
| Other expenses paid from plan in this plan year | 2024-07-30 | 0 |
| Other contributions to plan in this plan year | 2024-07-30 | 0 |
| Other income to plan in this plan year | 2024-07-30 | 38058 |
| Plan net income in this plan year | 2024-07-30 | 16134 |
| Net assets as of the end of the plan year | 2024-07-30 | 552520 |
| Net assets as of the beginning of the plan year | 2024-07-30 | 536386 |
| Employer contributions to plan in this plan year | 2024-07-30 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-30 | 0 |
| 2022 : EDWARD M. LEE JR. ACCTCY CORP & AFF COS DEFINED BENEFIT PENS PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-06-08 | 0 |
| Total liabilities as of the end of the plan year | 2022-06-08 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-08 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-08 | 14364 |
| Net assets as of the end of the plan year | 2022-06-08 | 601851 |
| Total assets as of the beginning of the plan year | 2022-06-08 | 569420 |
| Participant contributions to plan in this plan year | 2022-06-08 | 0 |
| Other expenses paid from plan in this plan year | 2022-06-08 | 0 |
| Other contributions to plan in this plan year | 2022-06-08 | 0 |
| Other income to plan in this plan year | 2022-06-08 | 6795 |
| Plan net income in this plan year | 2022-06-08 | 32431 |
| Net assets as of the end of the plan year | 2022-06-08 | 601851 |
| Net assets as of the beginning of the plan year | 2022-06-08 | 569420 |
| Employer contributions to plan in this plan year | 2022-06-08 | 40000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-08 | 0 |
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