Plan Name | STEVE SHIH-IN LEE, A PROFESSIONAL DENTAL CORP. 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | STEVE SHIH-IN LEE, A PROFESSIONAL DENTAL CORP. |
Employer identification number (EIN): | 203133700 |
NAIC Classification: | 621210 |
NAIC Description: | Offices of Dentists |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
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001 | 2013-01-01 | STEVE SHIH-IN LEE | 2014-10-08 | ||
001 | 2012-01-01 | STEVE SHIH-IN LEE | 2013-08-29 | ||
001 | 2011-01-01 | STEVE SHIH-IN LEE | 2012-10-11 | ||
001 | 2009-01-01 | STEVE SHIH-IN LEE |
Measure | Date | Value |
---|---|---|
2009: STEVE SHIH-IN LEE, A PROFESSIONAL DENTAL CORP. 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 6 |
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 | 2 |
Total of all active and inactive participants | 2009-01-01 | 6 |
Total participants | 2009-01-01 | 6 |
Number of participants with account balances | 2009-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2010 : STEVE SHIH-IN LEE, A PROFESSIONAL DENTAL CORP. 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $49,638 |
Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $137,563 |
Total plan assets at beginning of year | 2010-12-31 | $87,925 |
Total contributions received or receivable from participants | 2010-12-31 | $33,000 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $12,134 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $49,638 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $137,563 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $87,925 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $4,504 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
2009: STEVE SHIH-IN LEE, A PROFESSIONAL DENTAL CORP. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
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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 – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 87048 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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