401k Plan data: NICHOLAS S.C. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN plan

NICHOLAS S.C. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	NICHOLAS S.C. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN
Plan identification number	005

NICHOLAS S.C. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN 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

NICHOLAS S.C. LEE, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name: NICHOLAS S.C. LEE, M.D., INC.

Employer identification number (EIN): 953591113

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NICHOLAS S.C. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2015-01-01
005 2014-01-01
005 2013-01-01
005 2012-01-01 NICOLAS S C LEE NICOLAS S C LEE 2013-09-29
005 2011-01-01 NICOLAS S C LEE 2012-08-22 NICOLAS S C LEE 2012-08-22
005 2009-01-01 NICHOLAS S C LEE NICHOLAS S C LEE 2010-10-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
005	2015-01-01
005	2014-01-01
005	2013-01-01
005	2012-01-01	NICOLAS S C LEE		NICOLAS S C LEE	2013-09-29
005	2011-01-01	NICOLAS S C LEE	2012-08-22	NICOLAS S C LEE	2012-08-22
005	2009-01-01	NICHOLAS S C LEE		NICHOLAS S C LEE	2010-10-07

Plan Statistics for NICHOLAS S.C. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for NICHOLAS S.C. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2015: NICHOLAS S.C. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: NICHOLAS S.C. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: NICHOLAS S.C. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: NICHOLAS S.C. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2009: NICHOLAS S.C. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Total of all active and inactive participants 2009-01-01 2
Total participants 2009-01-01 2

Measure	Date	Value
2015: NICHOLAS S.C. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: NICHOLAS S.C. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: NICHOLAS S.C. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: NICHOLAS S.C. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2009: NICHOLAS S.C. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Total of all active and inactive participants	2009-01-01	2
Total participants	2009-01-01	2

Financial Data on NICHOLAS S.C. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2015 : NICHOLAS S.C. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-42,676
Expenses. Total of all expenses incurred	2015-12-31	$596,289
Benefits paid (including direct rollovers)	2015-12-31	$593,788
Total plan assets at end of year	2015-12-31	$1,068,346
Total plan assets at beginning of year	2015-12-31	$1,707,311
Expenses. Other expenses not covered elsewhere	2015-12-31	$2,501
Other income received	2015-12-31	$-42,676
Net income (gross income less expenses)	2015-12-31	$-638,965
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,068,346
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,707,311
Assets. Value of real-estate (other than employer real property)	2015-12-31	$60,000
Total contributions received or receivable from employer(s)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : NICHOLAS S.C. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$57,958
Expenses. Total of all expenses incurred	2014-12-31	$61,608
Benefits paid (including direct rollovers)	2014-12-31	$61,608
Total plan assets at end of year	2014-12-31	$1,707,311
Total plan assets at beginning of year	2014-12-31	$1,710,961
Other income received	2014-12-31	$57,958
Net income (gross income less expenses)	2014-12-31	$-3,650
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,707,311
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,710,961
Assets. Value of real-estate (other than employer real property)	2014-12-31	$76,487
Total contributions received or receivable from employer(s)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : NICHOLAS S.C. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$188,707
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,710,961
Total plan assets at beginning of year	2013-12-31	$1,522,254
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$158,707
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$188,707
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,710,961
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,522,254
Assets. Value of real-estate (other than employer real property)	2013-12-31	$167,275
Total contributions received or receivable from employer(s)	2013-12-31	$30,000
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : NICHOLAS S.C. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$156,873
Expenses. Total of all expenses incurred	2012-12-31	$321
Benefits paid (including direct rollovers)	2012-12-31	$321
Total plan assets at end of year	2012-12-31	$1,522,254
Total plan assets at beginning of year	2012-12-31	$1,365,702
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$126,873
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$156,552
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,522,254
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,365,702
Assets. Value of real-estate (other than employer real property)	2012-12-31	$76,488
Total contributions received or receivable from employer(s)	2012-12-31	$30,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2010 : NICHOLAS S.C. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$157,797
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$1,364,376
Total plan assets at beginning of year	2010-12-31	$1,206,579
Total contributions received or receivable from participants	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$127,797
Net income (gross income less expenses)	2010-12-31	$157,797
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,364,376
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,206,579
Total contributions received or receivable from employer(s)	2010-12-31	$30,000

Form 5500 Responses for NICHOLAS S.C. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN

2015: NICHOLAS S.C. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: NICHOLAS S.C. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: NICHOLAS S.C. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: NICHOLAS S.C. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2009: NICHOLAS S.C. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	NICHOLAS S.C. LEE, M.D., INC.
Employer identification number (EIN):	953591113
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)