401k Plan data: JASON J. LEE, CPA, INC. 401K RETIREMENT PLAN plan

JASON J. LEE, CPA, INC. 401K RETIREMENT PLAN 401k Plan overview

Plan Name	JASON J. LEE, CPA, INC. 401K RETIREMENT PLAN
Plan identification number	001

JASON J. LEE, CPA, INC. 401K RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan covering Self-Employed individuals.

401k Sponsoring company profile

JASON J. LEE, CPA, INC. has sponsored the creation of one or more 401k plans.

Company Name: JASON J. LEE, CPA, INC.

Employer identification number (EIN): 261770337

NAIC Classification: 541219
NAIC Description: Other Accounting Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JASON J. LEE, CPA, INC. 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 JASON J LEE 2015-09-02
001 2014-01-01 JASON J. LEE 2015-05-27
001 2013-01-01 JASON J. LEE 2014-05-13
001 2012-01-01 JASON J. LEE 2013-07-23
001 2011-01-01 JASON J. LEE 2012-09-12
001 2010-01-01 JASON J. LEE 2011-05-23
001 2009-01-01 JASON J. LEE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2015-01-01	JASON J LEE	2015-09-02
001	2014-01-01	JASON J. LEE	2015-05-27
001	2013-01-01	JASON J. LEE	2014-05-13
001	2012-01-01	JASON J. LEE	2013-07-23
001	2011-01-01	JASON J. LEE	2012-09-12
001	2010-01-01	JASON J. LEE	2011-05-23
001	2009-01-01	JASON J. LEE

Plan Statistics for JASON J. LEE, CPA, INC. 401K RETIREMENT PLAN

401k plan membership statisitcs for JASON J. LEE, CPA, INC. 401K RETIREMENT PLAN

Measure Date Value
2009: JASON J. LEE, CPA, INC. 401K RETIREMENT 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 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
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
2009: JASON J. LEE, CPA, INC. 401K RETIREMENT 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	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
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

Form 5500 Responses for JASON J. LEE, CPA, INC. 401K RETIREMENT PLAN

2009: JASON J. LEE, CPA, INC. 401K RETIREMENT 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 – 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

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:	JASON J. LEE, CPA, INC.
Employer identification number (EIN):	261770337
NAIC Classification:	541219
NAIC Description:	Other Accounting Services