401k Plan data: LILLIAN K LEE MD INC SOLO 401K plan

LILLIAN K LEE MD INC SOLO 401K 401k Plan overview

Plan Name	LILLIAN K LEE MD INC SOLO 401K
Plan identification number	001

LILLIAN K LEE MD INC SOLO 401K Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

LILLIAN K LEE MD INC has sponsored the creation of one or more 401k plans.

Company Name: LILLIAN K LEE MD INC

Employer identification number (EIN): 822562485

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LILLIAN K LEE MD INC SOLO 401K

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01

Plan Statistics for LILLIAN K LEE MD INC SOLO 401K

401k plan membership statisitcs for LILLIAN K LEE MD INC SOLO 401K

Measure Date Value
2023: LILLIAN K LEE MD INC SOLO 401K 2023 401k membership
Total participants, beginning-of-year 2023-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 1
Total of all active and inactive participants 2023-01-01 1
Total participants 2023-01-01 1
Number of participants with account balances 2023-01-01 0
2022: LILLIAN K LEE MD INC SOLO 401K 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1
Total of all active and inactive participants 2022-01-01 1
Total participants 2022-01-01 1
Number of participants with account balances 2022-01-01 0
2021: LILLIAN K LEE MD INC SOLO 401K 2021 401k membership
Total participants, beginning-of-year 2021-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
Total of all active and inactive participants 2021-01-01 1
Total participants 2021-01-01 1
Number of participants with account balances 2021-01-01 0

Measure	Date	Value
2023: LILLIAN K LEE MD INC SOLO 401K 2023 401k membership
Total participants, beginning-of-year	2023-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	1
Total of all active and inactive participants	2023-01-01	1
Total participants	2023-01-01	1
Number of participants with account balances	2023-01-01	0
2022: LILLIAN K LEE MD INC SOLO 401K 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1
Total of all active and inactive participants	2022-01-01	1
Total participants	2022-01-01	1
Number of participants with account balances	2022-01-01	0
2021: LILLIAN K LEE MD INC SOLO 401K 2021 401k membership
Total participants, beginning-of-year	2021-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
Total of all active and inactive participants	2021-01-01	1
Total participants	2021-01-01	1
Number of participants with account balances	2021-01-01	0

Financial Data on LILLIAN K LEE MD INC SOLO 401K

Measure	Date	Value
2023 : LILLIAN K LEE MD INC SOLO 401K 2023 401k financial data
Total income from all sources	2023-12-31	$157,662
Total plan assets at end of year	2023-12-31	$724,918
Total plan assets at beginning of year	2023-12-31	$567,256
Total contributions received or receivable from participants	2023-12-31	$22,500
Other income received	2023-12-31	$126,162
Net income (gross income less expenses)	2023-12-31	$157,662
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$724,918
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$567,256
Total contributions received or receivable from employer(s)	2023-12-31	$9,000
2022 : LILLIAN K LEE MD INC SOLO 401K 2022 401k financial data
Total income from all sources	2022-12-31	$-90,876
Total plan assets at end of year	2022-12-31	$567,256
Total plan assets at beginning of year	2022-12-31	$658,132
Total contributions received or receivable from participants	2022-12-31	$20,500
Other income received	2022-12-31	$-120,376
Net income (gross income less expenses)	2022-12-31	$-90,876
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$567,256
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$658,132
Total contributions received or receivable from employer(s)	2022-12-31	$9,000
2021 : LILLIAN K LEE MD INC SOLO 401K 2021 401k financial data
Transfers to/from the plan	2021-12-31	$460,686
Total income from all sources	2021-12-31	$90,367
Total plan assets at end of year	2021-12-31	$658,132
Total plan assets at beginning of year	2021-12-31	$107,079
Total contributions received or receivable from participants	2021-12-31	$19,500
Other income received	2021-12-31	$61,867
Net income (gross income less expenses)	2021-12-31	$90,367
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$658,132
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$107,079
Total contributions received or receivable from employer(s)	2021-12-31	$9,000

Form 5500 Responses for LILLIAN K LEE MD INC SOLO 401K

2023: LILLIAN K LEE MD INC SOLO 401K 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: LILLIAN K LEE MD INC SOLO 401K 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LILLIAN K LEE MD INC SOLO 401K 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	First time form 5500 has been submitted	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LILLIAN K LEE MD INC
Employer identification number (EIN):	822562485
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)