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LEE EYE INSTITUTE 401(K) PLAN 401k Plan overview

Plan NameLEE EYE INSTITUTE 401(K) PLAN
Plan identification number 001

LEE EYE INSTITUTE 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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

JAMES LEE, M.D. P.C. has sponsored the creation of one or more 401k plans.

Company Name:JAMES LEE, M.D. P.C.
Employer identification number (EIN):208727525
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE EYE INSTITUTE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01JAMES LEE2023-10-14 JAMES LEE2023-10-14
0012021-01-01JAMES LEE2022-08-09 JAMES LEE2022-08-09
0012020-01-01JAMES LEE2021-09-24 JAMES LEE2021-09-24
0012019-01-01JAMES LEE2020-10-07 JAMES LEE2020-10-07
0012018-01-01JAMES LEE2019-07-18 JAMES LEE2019-07-18
0012017-01-01JAMES LEE2018-04-23 JAMES LEE2018-04-23
0012016-01-01JAMES LEE2017-10-06 JAMES LEE2017-10-06
0012015-01-01
0012014-01-01JAMES LEE2017-08-10 JAMES LEE2017-08-10
0012013-01-01
0012012-01-01EMILY STRUNK ERPA 0007772013-10-15 EMILY STRUNK ERPA 0007772013-10-15
0012011-01-01EMILY STRUNK ERPA 0007772012-10-08 EMILY STRUNK ERPA 0007772012-10-08
0012010-01-01EMILY STRUNK2011-09-15

Financial Data on LEE EYE INSTITUTE 401(K) PLAN

Measure Date Value
2024 : LEE EYE INSTITUTE 401(K) PLAN 2024 401k financial data
Net assets as of the end of the plan year2024-10-151327047
Total assets as of the beginning of the plan year2024-10-15922140
Value of plan covered by a fidelity bond2024-10-15100000
Participant contributions to plan in this plan year2024-10-15129215
Other contributions to plan in this plan year2024-10-1558546
Other income to plan in this plan year2024-10-15206714
Plan net income in this plan year2024-10-15404907
Net assets as of the end of the plan year2024-10-151327047
Net assets as of the beginning of the plan year2024-10-15922140
Employer contributions to plan in this plan year2024-10-1510432

Potentially related plans

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