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| Plan Name | RICHARD LEE DMD PC 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | RICHARD LEE DMD PC |
| Employer identification number (EIN): | 244164533 |
| 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 |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | RICHARD LEE | 2023-09-26 | ||
| 001 | 2021-03-01 | RICHARD LEE | 2022-09-08 |
| Measure | Date | Value |
|---|---|---|
| 2023: RICHARD LEE DMD PC 401(K) PLAN 2023 401k membership | ||
| Total participants, beginning-of-year | 2023-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 5 |
| Number of participants with account balances | 2023-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 2 |
| Measure | Date | Value |
|---|---|---|
| 2023 : RICHARD LEE DMD PC 401(K) PLAN 2023 401k financial data | ||
| Total income from all sources | 2023-12-31 | $82,624 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $13,776 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $11,939 |
| Total plan assets at end of year | 2023-12-31 | $205,066 |
| Total plan assets at beginning of year | 2023-12-31 | $136,218 |
| Value of fidelity bond covering the plan | 2023-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $32,658 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $1,837 |
| Other income received | 2023-12-31 | $17,362 |
| Net income (gross income less expenses) | 2023-12-31 | $68,848 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $205,066 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $136,218 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $32,604 |
| 2023: RICHARD LEE DMD PC 401(K) PLAN 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 |
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