ROBERT G. LEE MD, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT G. LEE, M.D. P.C. PENSION TRUST
401k plan membership statisitcs for ROBERT G. LEE, M.D. P.C. PENSION TRUST
| Measure | Date | Value |
|---|
| 2015: ROBERT G. LEE, M.D. P.C. PENSION TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 0 |
| Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 0 |
| Total of all active and inactive participants | 2015-07-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
| Total participants | 2015-07-01 | 0 |
| Number of participants with account balances | 2015-07-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 0 |
| 2014: ROBERT G. LEE, M.D. P.C. PENSION TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 3 |
| Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 0 |
| Total of all active and inactive participants | 2014-07-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
| Total participants | 2014-07-01 | 3 |
| Number of participants with account balances | 2014-07-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
| 2013: ROBERT G. LEE, M.D. P.C. PENSION TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 3 |
| Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 0 |
| Total of all active and inactive participants | 2013-07-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
| Total participants | 2013-07-01 | 3 |
| Number of participants with account balances | 2013-07-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
| 2012: ROBERT G. LEE, M.D. P.C. PENSION TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 4 |
| Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 0 |
| Total of all active and inactive participants | 2012-07-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
| Total participants | 2012-07-01 | 4 |
| Number of participants with account balances | 2012-07-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
| 2011: ROBERT G. LEE, M.D. P.C. PENSION TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 3 |
| Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 0 |
| Total of all active and inactive participants | 2011-07-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
| Total participants | 2011-07-01 | 3 |
| Number of participants with account balances | 2011-07-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
| 2010: ROBERT G. LEE, M.D. P.C. PENSION TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-07-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 5 |
| Number of retired or separated participants receiving benefits | 2010-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 0 |
| Total of all active and inactive participants | 2010-07-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-07-01 | 0 |
| Total participants | 2010-07-01 | 5 |
| Number of participants with account balances | 2010-07-01 | 5 |
| 2009: ROBERT G. LEE, M.D. P.C. PENSION TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 4 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 0 |
| Total of all active and inactive participants | 2009-07-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
| Total participants | 2009-07-01 | 5 |
| Number of participants with account balances | 2009-07-01 | 5 |
| Measure | Date | Value |
|---|
| 2016 : ROBERT G. LEE, M.D. P.C. PENSION TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-06-30 | $-115,050 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $4,485,022 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $4,485,022 |
| Total plan assets at end of year | 2016-06-30 | $0 |
| Total plan assets at beginning of year | 2016-06-30 | $4,600,072 |
| Value of fidelity bond covering the plan | 2016-06-30 | $500,000 |
| Other income received | 2016-06-30 | $-115,050 |
| Net income (gross income less expenses) | 2016-06-30 | $-4,600,072 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $4,600,072 |
| 2015 : ROBERT G. LEE, M.D. P.C. PENSION TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-06-30 | $111,277 |
| Total plan assets at end of year | 2015-06-30 | $4,600,072 |
| Total plan assets at beginning of year | 2015-06-30 | $4,488,795 |
| Value of fidelity bond covering the plan | 2015-06-30 | $500,000 |
| Other income received | 2015-06-30 | $77,374 |
| Net income (gross income less expenses) | 2015-06-30 | $111,277 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $4,600,072 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $4,488,795 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $33,903 |
| 2014 : ROBERT G. LEE, M.D. P.C. PENSION TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-06-30 | $633,804 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $374,188 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $374,188 |
| Total plan assets at end of year | 2014-06-30 | $4,488,795 |
| Total plan assets at beginning of year | 2014-06-30 | $4,229,179 |
| Value of fidelity bond covering the plan | 2014-06-30 | $500,000 |
| Other income received | 2014-06-30 | $600,401 |
| Net income (gross income less expenses) | 2014-06-30 | $259,616 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $4,488,795 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $4,229,179 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $33,403 |
| 2013 : ROBERT G. LEE, M.D. P.C. PENSION TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-06-30 | $437,049 |
| Total plan assets at end of year | 2013-06-30 | $4,229,179 |
| Total plan assets at beginning of year | 2013-06-30 | $3,792,130 |
| Value of fidelity bond covering the plan | 2013-06-30 | $500,000 |
| Other income received | 2013-06-30 | $402,769 |
| Net income (gross income less expenses) | 2013-06-30 | $437,049 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $4,229,179 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $3,792,130 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $34,280 |
| 2012 : ROBERT G. LEE, M.D. P.C. PENSION TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-06-30 | $56,017 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $205,826 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $205,826 |
| Total plan assets at end of year | 2012-06-30 | $3,792,130 |
| Total plan assets at beginning of year | 2012-06-30 | $3,941,939 |
| Value of fidelity bond covering the plan | 2012-06-30 | $500,000 |
| Other income received | 2012-06-30 | $23,114 |
| Net income (gross income less expenses) | 2012-06-30 | $-149,809 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $3,792,130 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $3,941,939 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $32,903 |
| 2011 : ROBERT G. LEE, M.D. P.C. PENSION TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-06-30 | $591,635 |
| Total plan assets at end of year | 2011-06-30 | $3,941,939 |
| Total plan assets at beginning of year | 2011-06-30 | $3,350,304 |
| Value of fidelity bond covering the plan | 2011-06-30 | $500,000 |
| Other income received | 2011-06-30 | $558,496 |
| Net income (gross income less expenses) | 2011-06-30 | $591,635 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $3,941,939 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $3,350,304 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $33,139 |
| 2015: ROBERT G. LEE, M.D. P.C. PENSION TRUST 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | This submission is the final filing | Yes |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ROBERT G. LEE, M.D. P.C. PENSION TRUST 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ROBERT G. LEE, M.D. P.C. PENSION TRUST 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ROBERT G. LEE, M.D. P.C. PENSION TRUST 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ROBERT G. LEE, M.D. P.C. PENSION TRUST 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2010: ROBERT G. LEE, M.D. P.C. PENSION TRUST 2010 form 5500 responses |
|---|
| 2010-07-01 | Type of plan entity | Single employer plan |
| 2010-07-01 | Plan funding arrangement – Trust | Yes |
| 2010-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ROBERT G. LEE, M.D. P.C. PENSION TRUST 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | Yes |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
