401k Plan data: LEE DENTAL CORPORATION DEFINED BENEFIT PLAN & TRUST plan

LEE DENTAL CORPORATION DEFINED BENEFIT PLAN & TRUST 401k Plan overview

Plan Name	LEE DENTAL CORPORATION DEFINED BENEFIT PLAN & TRUST
Plan identification number	002

LEE DENTAL CORPORATION DEFINED BENEFIT PLAN & TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

LEE DENTAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: LEE DENTAL CORPORATION

Employer identification number (EIN): 943170459

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE DENTAL CORPORATION DEFINED BENEFIT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 ROSANNA LEE 2020-03-10
002 2017-01-01 ROSANNA LEE 2018-05-11
002 2016-01-01 ROSANNA LEE 2017-04-04
002 2015-01-01 HENRY LEE 2016-07-08
002 2014-01-01 HENRY LEE 2015-04-30
002 2013-01-01 HENRY LEE 2014-07-25
002 2012-01-01 HENRY LEE 2013-09-02
002 2011-01-01 HENRY LEE 2012-07-19
002 2010-01-01 HENRY LEE 2011-08-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2019-01-01	ROSANNA LEE	2020-03-10
002	2017-01-01	ROSANNA LEE	2018-05-11
002	2016-01-01	ROSANNA LEE	2017-04-04
002	2015-01-01	HENRY LEE	2016-07-08
002	2014-01-01	HENRY LEE	2015-04-30
002	2013-01-01	HENRY LEE	2014-07-25
002	2012-01-01	HENRY LEE	2013-09-02
002	2011-01-01	HENRY LEE	2012-07-19
002	2010-01-01	HENRY LEE	2011-08-23

Plan Statistics for LEE DENTAL CORPORATION DEFINED BENEFIT PLAN & TRUST

401k plan membership statisitcs for LEE DENTAL CORPORATION DEFINED BENEFIT PLAN & TRUST

Measure Date Value
2018: LEE DENTAL CORPORATION DEFINED BENEFIT PLAN & TRUST 2018 401k membership
Market value of plan assets 2018-08-17 2,115,440
Acturial value of plan assets 2018-08-17 2,115,440
Funding target for retired participants and beneficiaries receiving payment 2018-08-17 0
Number of terminated vested participants 2018-08-17 0
Fundng target for terminated vested participants 2018-08-17 0
Active participant vested funding target 2018-08-17 1,243,347
Number of active participants 2018-08-17 4
Total funding liabilities for active participants 2018-08-17 1,243,347
Total participant count 2018-08-17 4
Total funding target for all participants 2018-08-17 1,243,347
Balance at beginning of prior year after applicable adjustments 2018-08-17 2,667
Prefunding balance at beginning of prior year after applicable adjustments 2018-08-17 938,365
Carryover balanced portion elected for use to offset prior years funding requirement 2018-08-17 2,667
Prefunding balanced used to offset prior years funding requirement 2018-08-17 60,976
Amount remaining of carryover balance 2018-08-17 0
Amount remaining of prefunding balance 2018-08-17 877,389
Present value of excess contributions 2018-08-17 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-08-17 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-08-17 0
Reductions in caryover balances due to elections or deemed elections 2018-08-17 0
Reductions in prefunding balances due to elections or deemed elections 2018-08-17 0
Balance of carryovers at beginning of current year 2018-08-17 0
Balance of prefunding at beginning of current year 2018-08-17 1,003,119
Contributions allocated toward unpaid minimum require contributions from prior years 2018-08-17 0
Contributions made to avoid restrictions adjusted to valuation date 2018-08-17 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-08-17 0
Unpaid minimum required contributions for all prior years 2018-08-17 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-08-17 0
Remaining amount of unpaid minimum required contributions 2018-08-17 0
Minimum required contributions for current year target normal cost 2018-08-17 126,996
Net shortfall amortization installment of oustanding balance 2018-08-17 131,026
Waiver amortization installment 2018-08-17 0
Total funding amount beforereflecting carryover/prefunding balances 2018-08-17 140,416
Carryover balance elected to use to offset funding requirement 2018-08-17 0
Prefunding balance elected to use to offset funding requirement 2018-08-17 140,416
Additional cash requirement 2018-08-17 0
Contributions allocatedtoward minimum required contributions for current year 2018-08-17 0
Unpaid minimum required contributions for current year 2018-08-17 0
Unpaid minimum required contributions for all years 2018-08-17 0
2017: LEE DENTAL CORPORATION DEFINED BENEFIT PLAN & TRUST 2017 401k membership
Market value of plan assets 2017-12-31 2,115,440
Acturial value of plan assets 2017-12-31 2,115,440
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 1,075,848
Number of active participants 2017-12-31 4
Total funding liabilities for active participants 2017-12-31 1,075,848
Total participant count 2017-12-31 4
Total funding target for all participants 2017-12-31 1,075,848
Balance at beginning of prior year after applicable adjustments 2017-12-31 2,495
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 877,961
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 2,495
Amount remaining of prefunding balance 2017-12-31 877,961
Present value of excess contributions 2017-12-31 53,369
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 53,369
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 2,667
Balance of prefunding at beginning of current year 2017-12-31 938,365
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 0
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 108,089
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 66,556
Carryover balance elected to use to offset funding requirement 2017-12-31 2,738
Prefunding balance elected to use to offset funding requirement 2017-12-31 63,818
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: LEE DENTAL CORPORATION DEFINED BENEFIT PLAN & TRUST 2016 401k membership
Market value of plan assets 2016-12-31 1,696,787
Acturial value of plan assets 2016-12-31 1,696,787
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 877,947
Number of active participants 2016-12-31 4
Total funding liabilities for active participants 2016-12-31 877,947
Total participant count 2016-12-31 4
Total funding target for all participants 2016-12-31 877,947
Balance at beginning of prior year after applicable adjustments 2016-12-31 2,557
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 899,919
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 2,557
Amount remaining of prefunding balance 2016-12-31 899,919
Present value of excess contributions 2016-12-31 61,040
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 61,040
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 2,495
Balance of prefunding at beginning of current year 2016-12-31 877,961
Total employer contributions 2016-12-31 156,557
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 153,170
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 99,801
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 99,801
Additional cash requirement 2016-12-31 99,801
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 153,170
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2018: LEE DENTAL CORPORATION DEFINED BENEFIT PLAN & TRUST 2018 401k membership
Market value of plan assets	2018-08-17	2,115,440
Acturial value of plan assets	2018-08-17	2,115,440
Funding target for retired participants and beneficiaries receiving payment	2018-08-17	0
Number of terminated vested participants	2018-08-17	0
Fundng target for terminated vested participants	2018-08-17	0
Active participant vested funding target	2018-08-17	1,243,347
Number of active participants	2018-08-17	4
Total funding liabilities for active participants	2018-08-17	1,243,347
Total participant count	2018-08-17	4
Total funding target for all participants	2018-08-17	1,243,347
Balance at beginning of prior year after applicable adjustments	2018-08-17	2,667
Prefunding balance at beginning of prior year after applicable adjustments	2018-08-17	938,365
Carryover balanced portion elected for use to offset prior years funding requirement	2018-08-17	2,667
Prefunding balanced used to offset prior years funding requirement	2018-08-17	60,976
Amount remaining of carryover balance	2018-08-17	0
Amount remaining of prefunding balance	2018-08-17	877,389
Present value of excess contributions	2018-08-17	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-08-17	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-08-17	0
Reductions in caryover balances due to elections or deemed elections	2018-08-17	0
Reductions in prefunding balances due to elections or deemed elections	2018-08-17	0
Balance of carryovers at beginning of current year	2018-08-17	0
Balance of prefunding at beginning of current year	2018-08-17	1,003,119
Contributions allocated toward unpaid minimum require contributions from prior years	2018-08-17	0
Contributions made to avoid restrictions adjusted to valuation date	2018-08-17	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-08-17	0
Unpaid minimum required contributions for all prior years	2018-08-17	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-08-17	0
Remaining amount of unpaid minimum required contributions	2018-08-17	0
Minimum required contributions for current year target normal cost	2018-08-17	126,996
Net shortfall amortization installment of oustanding balance	2018-08-17	131,026
Waiver amortization installment	2018-08-17	0
Total funding amount beforereflecting carryover/prefunding balances	2018-08-17	140,416
Carryover balance elected to use to offset funding requirement	2018-08-17	0
Prefunding balance elected to use to offset funding requirement	2018-08-17	140,416
Additional cash requirement	2018-08-17	0
Contributions allocatedtoward minimum required contributions for current year	2018-08-17	0
Unpaid minimum required contributions for current year	2018-08-17	0
Unpaid minimum required contributions for all years	2018-08-17	0
2017: LEE DENTAL CORPORATION DEFINED BENEFIT PLAN & TRUST 2017 401k membership
Market value of plan assets	2017-12-31	2,115,440
Acturial value of plan assets	2017-12-31	2,115,440
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	1,075,848
Number of active participants	2017-12-31	4
Total funding liabilities for active participants	2017-12-31	1,075,848
Total participant count	2017-12-31	4
Total funding target for all participants	2017-12-31	1,075,848
Balance at beginning of prior year after applicable adjustments	2017-12-31	2,495
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	877,961
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	2,495
Amount remaining of prefunding balance	2017-12-31	877,961
Present value of excess contributions	2017-12-31	53,369
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	53,369
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	2,667
Balance of prefunding at beginning of current year	2017-12-31	938,365
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	0
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	108,089
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	66,556
Carryover balance elected to use to offset funding requirement	2017-12-31	2,738
Prefunding balance elected to use to offset funding requirement	2017-12-31	63,818
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: LEE DENTAL CORPORATION DEFINED BENEFIT PLAN & TRUST 2016 401k membership
Market value of plan assets	2016-12-31	1,696,787
Acturial value of plan assets	2016-12-31	1,696,787
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	877,947
Number of active participants	2016-12-31	4
Total funding liabilities for active participants	2016-12-31	877,947
Total participant count	2016-12-31	4
Total funding target for all participants	2016-12-31	877,947
Balance at beginning of prior year after applicable adjustments	2016-12-31	2,557
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	899,919
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	2,557
Amount remaining of prefunding balance	2016-12-31	899,919
Present value of excess contributions	2016-12-31	61,040
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	61,040
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	2,495
Balance of prefunding at beginning of current year	2016-12-31	877,961
Total employer contributions	2016-12-31	156,557
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	153,170
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	99,801
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	99,801
Additional cash requirement	2016-12-31	99,801
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	153,170
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	LEE DENTAL CORPORATION
Employer identification number (EIN):	943170459
NAIC Classification:	621210
NAIC Description:	Offices of Dentists