LEE & FAIRMAN LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LEE & FAIRMAN LLP SELF FUNDED MEDICAL REIMBURSEMENT PLAN
401k plan membership statisitcs for LEE & FAIRMAN LLP SELF FUNDED MEDICAL REIMBURSEMENT PLAN
| Measure | Date | Value |
|---|
| 2016: LEE & FAIRMAN LLP SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-03-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-03-01 | 9 |
| Number of retired or separated participants receiving benefits | 2016-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-03-01 | 0 |
| Total of all active and inactive participants | 2016-03-01 | 9 |
| 2015: LEE & FAIRMAN LLP SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-03-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-03-01 | 9 |
| Number of retired or separated participants receiving benefits | 2015-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-03-01 | 0 |
| Total of all active and inactive participants | 2015-03-01 | 9 |
| Measure | Date | Value |
|---|
| 2017 : LEE & FAIRMAN LLP SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-02-28 | $37,482 |
| Expenses. Total of all expenses incurred | 2017-02-28 | $29,389 |
| Benefits paid (including direct rollovers) | 2017-02-28 | $24,506 |
| Total plan assets at end of year | 2017-02-28 | $21,530 |
| Total plan assets at beginning of year | 2017-02-28 | $13,437 |
| Other income received | 2017-02-28 | $46 |
| Net income (gross income less expenses) | 2017-02-28 | $8,093 |
| Net plan assets at end of year (total assets less liabilities) | 2017-02-28 | $21,530 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-02-28 | $13,437 |
| Total contributions received or receivable from employer(s) | 2017-02-28 | $37,436 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-02-28 | $4,883 |
| 2016 : LEE & FAIRMAN LLP SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-02-29 | $47,622 |
| Expenses. Total of all expenses incurred | 2016-02-29 | $34,185 |
| Benefits paid (including direct rollovers) | 2016-02-29 | $28,255 |
| Total plan assets at end of year | 2016-02-29 | $13,437 |
| Total plan assets at beginning of year | 2016-02-29 | $0 |
| Total contributions received or receivable from participants | 2016-02-29 | $38,400 |
| Other income received | 2016-02-29 | $6 |
| Net income (gross income less expenses) | 2016-02-29 | $13,437 |
| Net plan assets at end of year (total assets less liabilities) | 2016-02-29 | $13,437 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-02-29 | $0 |
| Total contributions received or receivable from employer(s) | 2016-02-29 | $9,216 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-02-29 | $5,930 |
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