401k Plan data: LEE & LEE INC 401(K) PROFIT SHARING PLAN plan

LEE & LEE INC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	LEE & LEE INC 401(K) PROFIT SHARING PLAN
Plan identification number	001

LEE & LEE INC 401(K) PROFIT SHARING 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.
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.
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 & LEE INC has sponsored the creation of one or more 401k plans.

Company Name: LEE & LEE INC

Employer identification number (EIN): 581107140

NAIC Classification: 446110
NAIC Description: Pharmacies and Drug Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE & LEE INC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 JULIE S POSKE 2020-03-16
001 2018-01-01 JULIE S POSKE 2019-06-17
001 2017-01-01 JULIE S POSKE 2018-03-12
001 2016-01-01 JULIE S POSKE 2017-02-27
001 2015-07-01 JULIE S POSKE 2016-02-26
001 2014-07-01 JULIE S POSKE 2015-07-29
001 2013-07-01 JULIE S POSKE 2015-06-26
001 2012-07-01 ROBERT L LEE 2014-04-14
001 2011-07-01 ROBERT L LEE 2012-08-22
001 2010-07-01 ROBERT L LEE 2012-01-27
001 2009-07-01 ROBERT L LEE ROBERT L LEE 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	JULIE S POSKE	2020-03-16
001	2018-01-01	JULIE S POSKE	2019-06-17
001	2017-01-01	JULIE S POSKE	2018-03-12
001	2016-01-01	JULIE S POSKE	2017-02-27
001	2015-07-01	JULIE S POSKE	2016-02-26
001	2014-07-01	JULIE S POSKE	2015-07-29
001	2013-07-01	JULIE S POSKE	2015-06-26
001	2012-07-01	ROBERT L LEE	2014-04-14
001	2011-07-01	ROBERT L LEE	2012-08-22
001	2010-07-01	ROBERT L LEE	2012-01-27
001	2009-07-01	ROBERT L LEE		ROBERT L LEE	2010-10-14

Plan Statistics for LEE & LEE INC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for LEE & LEE INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2009: LEE & LEE INC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 14
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 1
Total of all active and inactive participants 2009-07-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 15
Number of participants with account balances 2009-07-01 15

Measure	Date	Value
2009: LEE & LEE INC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	14
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	1
Total of all active and inactive participants	2009-07-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	15
Number of participants with account balances	2009-07-01	15

Form 5500 Responses for LEE & LEE INC 401(K) PROFIT SHARING PLAN

2009: LEE & LEE INC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

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Company Name:	LEE & LEE INC
Employer identification number (EIN):	581107140
NAIC Classification:	446110
NAIC Description:	Pharmacies and Drug Stores