401k Plan data: RICHARD LEE, D. D. S. , P. C. DEFINED BENEFIT PENSION PLAN plan

RICHARD LEE, D. D. S. , P. C. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	RICHARD LEE, D. D. S. , P. C. DEFINED BENEFIT PENSION PLAN
Plan identification number	002

RICHARD LEE, D. D. S. , P. C. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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

RICHARD LEE, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name: RICHARD LEE, D.D.S., P.C.

Employer identification number (EIN): 270715371

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD LEE, D. D. S. , P. C. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-08-01 RICHARD LEE D.D.S. 2024-05-15 RICHARD LEE D.D.S. 2024-05-15
002 2021-08-01 RICHARD LEE D.D.S. 2023-05-01 RICHARD LEE D.D.S. 2023-05-01
002 2020-08-01 RICHARD LEE, DDS 2022-05-12 RICHARD LEE, DDS 2022-05-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-08-01	RICHARD LEE D.D.S.	2024-05-15	RICHARD LEE D.D.S.	2024-05-15
002	2021-08-01	RICHARD LEE D.D.S.	2023-05-01	RICHARD LEE D.D.S.	2023-05-01
002	2020-08-01	RICHARD LEE, DDS	2022-05-12	RICHARD LEE, DDS	2022-05-12

Plan Statistics for RICHARD LEE, D. D. S. , P. C. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for RICHARD LEE, D. D. S. , P. C. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2023: RICHARD LEE, D. D. S. , P. C. DEFINED BENEFIT PENSION PLAN 2023 401k membership
Market value of plan assets 2023-07-31 323,170
Acturial value of plan assets 2023-07-31 323,170
Funding target for retired participants and beneficiaries receiving payment 2023-07-31 0
Number of terminated vested participants 2023-07-31 1
Fundng target for terminated vested participants 2023-07-31 55
Active participant vested funding target 2023-07-31 299,361
Number of active participants 2023-07-31 7
Total funding liabilities for active participants 2023-07-31 300,594
Total participant count 2023-07-31 8
Total funding target for all participants 2023-07-31 300,649
Balance at beginning of prior year after applicable adjustments 2023-07-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2023-07-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2023-07-31 0
Prefunding balanced used to offset prior years funding requirement 2023-07-31 0
Amount remaining of carryover balance 2023-07-31 0
Amount remaining of prefunding balance 2023-07-31 0
Present value of excess contributions 2023-07-31 1,031
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-07-31 1,031
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2023-07-31 0
Reductions in caryover balances due to elections or deemed elections 2023-07-31 0
Reductions in prefunding balances due to elections or deemed elections 2023-07-31 0
Balance of carryovers at beginning of current year 2023-07-31 0
Balance of prefunding at beginning of current year 2023-07-31 0
Total employer contributions 2023-07-31 175,712
Total employee contributions 2023-07-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2023-07-31 0
Contributions made to avoid restrictions adjusted to valuation date 2023-07-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-07-31 169,082
Unpaid minimum required contributions for all prior years 2023-07-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2023-07-31 0
Remaining amount of unpaid minimum required contributions 2023-07-31 0
Minimum required contributions for current year target normal cost 2023-07-31 159,344
Net shortfall amortization installment of oustanding balance 2023-07-31 0
Waiver amortization installment 2023-07-31 0
Total funding amount beforereflecting carryover/prefunding balances 2023-07-31 136,823
Carryover balance elected to use to offset funding requirement 2023-07-31 0
Prefunding balance elected to use to offset funding requirement 2023-07-31 0
Additional cash requirement 2023-07-31 136,823
Contributions allocatedtoward minimum required contributions for current year 2023-07-31 169,082
Unpaid minimum required contributions for current year 2023-07-31 0
Unpaid minimum required contributions for all years 2023-07-31 0
2022: RICHARD LEE, D. D. S. , P. C. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets 2022-07-31 148,442
Acturial value of plan assets 2022-07-31 148,442
Funding target for retired participants and beneficiaries receiving payment 2022-07-31 0
Number of terminated vested participants 2022-07-31 1
Fundng target for terminated vested participants 2022-07-31 48
Active participant vested funding target 2022-07-31 136,684
Number of active participants 2022-07-31 6
Total funding liabilities for active participants 2022-07-31 137,428
Total participant count 2022-07-31 7
Total funding target for all participants 2022-07-31 137,476
Balance at beginning of prior year after applicable adjustments 2022-07-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-07-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-07-31 0
Prefunding balanced used to offset prior years funding requirement 2022-07-31 0
Amount remaining of carryover balance 2022-07-31 0
Amount remaining of prefunding balance 2022-07-31 0
Present value of excess contributions 2022-07-31 1,197
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-07-31 1,197
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-07-31 0
Reductions in caryover balances due to elections or deemed elections 2022-07-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-07-31 0
Balance of carryovers at beginning of current year 2022-07-31 0
Balance of prefunding at beginning of current year 2022-07-31 0
Total employer contributions 2022-07-31 134,401
Total employee contributions 2022-07-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-07-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-07-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-07-31 130,233
Unpaid minimum required contributions for all prior years 2022-07-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-07-31 0
Remaining amount of unpaid minimum required contributions 2022-07-31 0
Minimum required contributions for current year target normal cost 2022-07-31 140,168
Net shortfall amortization installment of oustanding balance 2022-07-31 0
Waiver amortization installment 2022-07-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-07-31 129,202
Carryover balance elected to use to offset funding requirement 2022-07-31 0
Prefunding balance elected to use to offset funding requirement 2022-07-31 0
Additional cash requirement 2022-07-31 129,202
Contributions allocatedtoward minimum required contributions for current year 2022-07-31 130,233
Unpaid minimum required contributions for current year 2022-07-31 0
Unpaid minimum required contributions for all years 2022-07-31 0
2021: RICHARD LEE, D. D. S. , P. C. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-07-31 0
Acturial value of plan assets 2021-07-31 0
Funding target for retired participants and beneficiaries receiving payment 2021-07-31 0
Number of terminated vested participants 2021-07-31 0
Fundng target for terminated vested participants 2021-07-31 0
Active participant vested funding target 2021-07-31 0
Number of active participants 2021-07-31 8
Total funding liabilities for active participants 2021-07-31 0
Total participant count 2021-07-31 8
Total funding target for all participants 2021-07-31 0
Balance at beginning of prior year after applicable adjustments 2021-07-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-07-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-07-31 0
Prefunding balanced used to offset prior years funding requirement 2021-07-31 0
Amount remaining of carryover balance 2021-07-31 0
Amount remaining of prefunding balance 2021-07-31 0
Present value of excess contributions 2021-07-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-07-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-07-31 0
Reductions in caryover balances due to elections or deemed elections 2021-07-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-07-31 0
Balance of carryovers at beginning of current year 2021-07-31 0
Balance of prefunding at beginning of current year 2021-07-31 0
Total employer contributions 2021-07-31 135,000
Total employee contributions 2021-07-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-07-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-07-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-07-31 129,708
Unpaid minimum required contributions for all prior years 2021-07-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-07-31 0
Remaining amount of unpaid minimum required contributions 2021-07-31 0
Minimum required contributions for current year target normal cost 2021-07-31 128,511
Net shortfall amortization installment of oustanding balance 2021-07-31 0
Waiver amortization installment 2021-07-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-07-31 128,511
Carryover balance elected to use to offset funding requirement 2021-07-31 0
Prefunding balance elected to use to offset funding requirement 2021-07-31 0
Additional cash requirement 2021-07-31 128,511
Contributions allocatedtoward minimum required contributions for current year 2021-07-31 129,708
Unpaid minimum required contributions for current year 2021-07-31 0
Unpaid minimum required contributions for all years 2021-07-31 0

Measure	Date	Value
2023: RICHARD LEE, D. D. S. , P. C. DEFINED BENEFIT PENSION PLAN 2023 401k membership
Market value of plan assets	2023-07-31	323,170
Acturial value of plan assets	2023-07-31	323,170
Funding target for retired participants and beneficiaries receiving payment	2023-07-31	0
Number of terminated vested participants	2023-07-31	1
Fundng target for terminated vested participants	2023-07-31	55
Active participant vested funding target	2023-07-31	299,361
Number of active participants	2023-07-31	7
Total funding liabilities for active participants	2023-07-31	300,594
Total participant count	2023-07-31	8
Total funding target for all participants	2023-07-31	300,649
Balance at beginning of prior year after applicable adjustments	2023-07-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2023-07-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2023-07-31	0
Prefunding balanced used to offset prior years funding requirement	2023-07-31	0
Amount remaining of carryover balance	2023-07-31	0
Amount remaining of prefunding balance	2023-07-31	0
Present value of excess contributions	2023-07-31	1,031
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-07-31	1,031
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-07-31	0
Reductions in caryover balances due to elections or deemed elections	2023-07-31	0
Reductions in prefunding balances due to elections or deemed elections	2023-07-31	0
Balance of carryovers at beginning of current year	2023-07-31	0
Balance of prefunding at beginning of current year	2023-07-31	0
Total employer contributions	2023-07-31	175,712
Total employee contributions	2023-07-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-07-31	0
Contributions made to avoid restrictions adjusted to valuation date	2023-07-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-07-31	169,082
Unpaid minimum required contributions for all prior years	2023-07-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-07-31	0
Remaining amount of unpaid minimum required contributions	2023-07-31	0
Minimum required contributions for current year target normal cost	2023-07-31	159,344
Net shortfall amortization installment of oustanding balance	2023-07-31	0
Waiver amortization installment	2023-07-31	0
Total funding amount beforereflecting carryover/prefunding balances	2023-07-31	136,823
Carryover balance elected to use to offset funding requirement	2023-07-31	0
Prefunding balance elected to use to offset funding requirement	2023-07-31	0
Additional cash requirement	2023-07-31	136,823
Contributions allocatedtoward minimum required contributions for current year	2023-07-31	169,082
Unpaid minimum required contributions for current year	2023-07-31	0
Unpaid minimum required contributions for all years	2023-07-31	0
2022: RICHARD LEE, D. D. S. , P. C. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-07-31	148,442
Acturial value of plan assets	2022-07-31	148,442
Funding target for retired participants and beneficiaries receiving payment	2022-07-31	0
Number of terminated vested participants	2022-07-31	1
Fundng target for terminated vested participants	2022-07-31	48
Active participant vested funding target	2022-07-31	136,684
Number of active participants	2022-07-31	6
Total funding liabilities for active participants	2022-07-31	137,428
Total participant count	2022-07-31	7
Total funding target for all participants	2022-07-31	137,476
Balance at beginning of prior year after applicable adjustments	2022-07-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-07-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-07-31	0
Prefunding balanced used to offset prior years funding requirement	2022-07-31	0
Amount remaining of carryover balance	2022-07-31	0
Amount remaining of prefunding balance	2022-07-31	0
Present value of excess contributions	2022-07-31	1,197
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-07-31	1,197
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-07-31	0
Reductions in caryover balances due to elections or deemed elections	2022-07-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-07-31	0
Balance of carryovers at beginning of current year	2022-07-31	0
Balance of prefunding at beginning of current year	2022-07-31	0
Total employer contributions	2022-07-31	134,401
Total employee contributions	2022-07-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-07-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-07-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-07-31	130,233
Unpaid minimum required contributions for all prior years	2022-07-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-07-31	0
Remaining amount of unpaid minimum required contributions	2022-07-31	0
Minimum required contributions for current year target normal cost	2022-07-31	140,168
Net shortfall amortization installment of oustanding balance	2022-07-31	0
Waiver amortization installment	2022-07-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-07-31	129,202
Carryover balance elected to use to offset funding requirement	2022-07-31	0
Prefunding balance elected to use to offset funding requirement	2022-07-31	0
Additional cash requirement	2022-07-31	129,202
Contributions allocatedtoward minimum required contributions for current year	2022-07-31	130,233
Unpaid minimum required contributions for current year	2022-07-31	0
Unpaid minimum required contributions for all years	2022-07-31	0
2021: RICHARD LEE, D. D. S. , P. C. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-07-31	0
Acturial value of plan assets	2021-07-31	0
Funding target for retired participants and beneficiaries receiving payment	2021-07-31	0
Number of terminated vested participants	2021-07-31	0
Fundng target for terminated vested participants	2021-07-31	0
Active participant vested funding target	2021-07-31	0
Number of active participants	2021-07-31	8
Total funding liabilities for active participants	2021-07-31	0
Total participant count	2021-07-31	8
Total funding target for all participants	2021-07-31	0
Balance at beginning of prior year after applicable adjustments	2021-07-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-07-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-07-31	0
Prefunding balanced used to offset prior years funding requirement	2021-07-31	0
Amount remaining of carryover balance	2021-07-31	0
Amount remaining of prefunding balance	2021-07-31	0
Present value of excess contributions	2021-07-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-07-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-07-31	0
Reductions in caryover balances due to elections or deemed elections	2021-07-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-07-31	0
Balance of carryovers at beginning of current year	2021-07-31	0
Balance of prefunding at beginning of current year	2021-07-31	0
Total employer contributions	2021-07-31	135,000
Total employee contributions	2021-07-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-07-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-07-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-07-31	129,708
Unpaid minimum required contributions for all prior years	2021-07-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-07-31	0
Remaining amount of unpaid minimum required contributions	2021-07-31	0
Minimum required contributions for current year target normal cost	2021-07-31	128,511
Net shortfall amortization installment of oustanding balance	2021-07-31	0
Waiver amortization installment	2021-07-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-07-31	128,511
Carryover balance elected to use to offset funding requirement	2021-07-31	0
Prefunding balance elected to use to offset funding requirement	2021-07-31	0
Additional cash requirement	2021-07-31	128,511
Contributions allocatedtoward minimum required contributions for current year	2021-07-31	129,708
Unpaid minimum required contributions for current year	2021-07-31	0
Unpaid minimum required contributions for all years	2021-07-31	0

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Company Name:	RICHARD LEE, D.D.S., P.C.
Employer identification number (EIN):	270715371
NAIC Classification:	621210
NAIC Description:	Offices of Dentists