401k Plan data: LEE LAW GROUP, PC 401(K) PLAN plan

LEE LAW GROUP, PC 401(K) PLAN 401k Plan overview

Plan Name	LEE LAW GROUP, PC 401(K) PLAN
Plan identification number	001

LEE LAW GROUP, PC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

LEE LAW GROUP, PC has sponsored the creation of one or more 401k plans.

Company Name: LEE LAW GROUP, PC

Employer identification number (EIN): 461474289

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE LAW GROUP, PC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 SHELLEY KANNOR 2023-07-12 SHELLEY KANNOR 2023-07-12
001 2021-01-01 SHELLEY KANNOR 2022-07-20
001 2020-01-01 SHELLEY KANNOR 2021-07-27
001 2019-01-01 SHELLEY KANNOR 2020-07-28
001 2018-01-01 SHELLEY KANNOR 2019-07-16
001 2017-01-01 SHELLEY KANNOR 2018-07-27 SHELLEY KANNOR 2018-07-27
001 2016-01-01 SHELLEY KANNOR 2017-07-19
001 2015-01-01 SHELLEY KANNOR
001 2014-01-01 SHELLEY KANNOR
001 2013-01-01 SHELLEY KANNOR SHELLEY KANNOR 2014-07-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	SHELLEY KANNOR	2023-07-12	SHELLEY KANNOR	2023-07-12
001	2021-01-01	SHELLEY KANNOR	2022-07-20
001	2020-01-01	SHELLEY KANNOR	2021-07-27
001	2019-01-01	SHELLEY KANNOR	2020-07-28
001	2018-01-01	SHELLEY KANNOR	2019-07-16
001	2017-01-01	SHELLEY KANNOR	2018-07-27	SHELLEY KANNOR	2018-07-27
001	2016-01-01	SHELLEY KANNOR	2017-07-19
001	2015-01-01	SHELLEY KANNOR
001	2014-01-01	SHELLEY KANNOR
001	2013-01-01	SHELLEY KANNOR		SHELLEY KANNOR	2014-07-29

Plan Statistics for LEE LAW GROUP, PC 401(K) PLAN

401k plan membership statisitcs for LEE LAW GROUP, PC 401(K) PLAN

Measure Date Value
2015: LEE LAW GROUP, PC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 9
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 11
Number of participants with account balances 2015-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LEE LAW GROUP, PC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 8
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 10
Number of participants with account balances 2014-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LEE LAW GROUP, PC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2015: LEE LAW GROUP, PC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	9
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	11
Number of participants with account balances	2015-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LEE LAW GROUP, PC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	8
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	10
Number of participants with account balances	2014-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LEE LAW GROUP, PC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on LEE LAW GROUP, PC 401(K) PLAN

Measure	Date	Value
2015 : LEE LAW GROUP, PC 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$132,429
Expenses. Total of all expenses incurred	2015-12-31	$49
Total plan assets at end of year	2015-12-31	$612,616
Total plan assets at beginning of year	2015-12-31	$480,236
Value of fidelity bond covering the plan	2015-12-31	$50,000
Total contributions received or receivable from participants	2015-12-31	$64,740
Expenses. Other expenses not covered elsewhere	2015-12-31	$49
Contributions received from other sources (not participants or employers)	2015-12-31	$59,201
Other income received	2015-12-31	$-903
Net income (gross income less expenses)	2015-12-31	$132,380
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$612,616
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$480,236
Total contributions received or receivable from employer(s)	2015-12-31	$9,391
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : LEE LAW GROUP, PC 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$87,136
Expenses. Total of all expenses incurred	2014-12-31	$48
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$480,236
Total plan assets at beginning of year	2014-12-31	$393,148
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$55,438
Expenses. Other expenses not covered elsewhere	2014-12-31	$48
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$21,810
Net income (gross income less expenses)	2014-12-31	$87,088
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$480,236
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$393,148
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$9,888
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
2013 : LEE LAW GROUP, PC 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$94,894
Expenses. Total of all expenses incurred	2013-12-31	$41
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$393,148
Total plan assets at beginning of year	2013-12-31	$298,295
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$44,931
Expenses. Other expenses not covered elsewhere	2013-12-31	$41
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$42,844
Net income (gross income less expenses)	2013-12-31	$94,853
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$393,148
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$298,295
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$7,119
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0

Form 5500 Responses for LEE LAW GROUP, PC 401(K) PLAN

2015: LEE LAW GROUP, PC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LEE LAW GROUP, PC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LEE LAW GROUP, PC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LEE LAW GROUP, PC
Employer identification number (EIN):	461474289
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers