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

Plan NameTAO & LEE ASSOCIATES 401(K) PLAN & TRUST
Plan identification number 001

TAO & LEE ASSOCIATES 401(K) PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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

TAO & LEE ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:TAO & LEE ASSOCIATES, INC.
Employer identification number (EIN):431719820
NAIC Classification:541310
NAIC Description:Architectural Services

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PETER TAO2024-05-13
0012022-01-01PETER TAO2023-05-31
0012021-01-01PETER TAO2022-07-12 PETER TAO2022-07-12
0012020-01-01PETER TAO2021-05-07
0012019-01-01PETER TAO2020-06-01

Financial Data on TAO & LEE ASSOCIATES 401(K) PLAN & TRUST

Measure Date Value
2025 : TAO & LEE ASSOCIATES 401(K) PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-170
Total liabilities as of the end of the plan year2025-06-170
Total liabilities as of the beginning of the plan year2025-06-170
Total expenses incurred by plan in this plan year2025-06-17120
Net assets as of the end of the plan year2025-06-17607124
Total assets as of the beginning of the plan year2025-06-17490775
Value of plan covered by a fidelity bond2025-06-1775000
Participant contributions to plan in this plan year2025-06-1727578
Other expenses paid from plan in this plan year2025-06-170
Other contributions to plan in this plan year2025-06-170
Other income to plan in this plan year2025-06-1776410
Plan net income in this plan year2025-06-17116349
Net assets as of the end of the plan year2025-06-17607124
Net assets as of the beginning of the plan year2025-06-17490775
Employer contributions to plan in this plan year2025-06-1712481
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-17120
2024 : TAO & LEE ASSOCIATES 401(K) PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-130
Total liabilities as of the end of the plan year2024-05-130
Total liabilities as of the beginning of the plan year2024-05-130
Total expenses incurred by plan in this plan year2024-05-13120
Net assets as of the end of the plan year2024-05-13490775
Total assets as of the beginning of the plan year2024-05-13381072
Value of plan covered by a fidelity bond2024-05-1375000
Participant contributions to plan in this plan year2024-05-1336400
Other expenses paid from plan in this plan year2024-05-130
Other contributions to plan in this plan year2024-05-130
Other income to plan in this plan year2024-05-1359669
Plan net income in this plan year2024-05-13109703
Net assets as of the end of the plan year2024-05-13490775
Net assets as of the beginning of the plan year2024-05-13381072
Employer contributions to plan in this plan year2024-05-1313754
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-13120
2022 : TAO & LEE ASSOCIATES 401(K) PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-120
Total liabilities as of the end of the plan year2022-07-120
Total liabilities as of the beginning of the plan year2022-07-120
Total expenses incurred by plan in this plan year2022-07-12135
Net assets as of the end of the plan year2022-07-12347190
Total assets as of the beginning of the plan year2022-07-12173007
Value of plan covered by a fidelity bond2022-07-12250000
Participant contributions to plan in this plan year2022-07-1272395
Other expenses paid from plan in this plan year2022-07-120
Other contributions to plan in this plan year2022-07-1244487
Other income to plan in this plan year2022-07-1230333
Plan net income in this plan year2022-07-12174183
Net assets as of the end of the plan year2022-07-12347190
Net assets as of the beginning of the plan year2022-07-12173007
Employer contributions to plan in this plan year2022-07-1227103
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-12135

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