Plan Name | ALAN LEE AND ARTHUR LEE, ATTORNEYS AT LAW DEFINED CONTRIBUTION PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | ALAN LEE, ESQ. |
Employer identification number (EIN): | 133115888 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
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 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | ||||
001 | 2017-01-01 | ||||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | ||||
001 | 2014-01-01 | ||||
001 | 2014-01-01 | JOHN M. BURY, EA | 2015-10-02 | ||
001 | 2013-01-01 | ||||
001 | 2012-01-01 | JOHN BURY | 2013-10-01 | ||
001 | 2011-01-01 | JOHN BURY | 2012-10-11 | ||
001 | 2010-01-01 | ALAN LEE, ESQ. | |||
001 | 2009-01-01 | ALAN LEE, ESQ. |
Measure | Date | Value |
---|---|---|
2010: ALAN LEE AND ARTHUR LEE, ATTORNEYS AT LAW DEFINED CONTRIBUTION PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 5 |
Number of participants with account balances | 2010-01-01 | 5 |
2009: ALAN LEE AND ARTHUR LEE, ATTORNEYS AT LAW DEFINED CONTRIBUTION PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 4 |
Total participants | 2009-01-01 | 4 |
Number of participants with account balances | 2009-01-01 | 4 |
Measure | Date | Value |
---|---|---|
2010 : ALAN LEE AND ARTHUR LEE, ATTORNEYS AT LAW DEFINED CONTRIBUTION PLAN 2010 401k financial data | ||
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $214,705 |
Total plan assets at end of year | 2010-12-31 | $1,272,217 |
Total plan assets at beginning of year | 2010-12-31 | $1,057,512 |
Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
Other income received | 2010-12-31 | $171,688 |
Net income (gross income less expenses) | 2010-12-31 | $214,705 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,272,217 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,057,512 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $43,017 |
2010: ALAN LEE AND ARTHUR LEE, ATTORNEYS AT LAW DEFINED CONTRIBUTION PLAN 2010 form 5500 responses | ||
---|---|---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: ALAN LEE AND ARTHUR LEE, ATTORNEYS AT LAW DEFINED CONTRIBUTION PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |