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LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan NameLEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN
Plan identification number 001

LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • 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 AND MORSE has sponsored the creation of one or more 401k plans.

Company Name:LEE AND MORSE
Employer identification number (EIN):611403349
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01UYANGA BATJARGAL
0012017-01-01UYANGA BATJARGAL
0012016-01-01UYANGA BATJARGAL
0012015-01-01EUGENE M. LEE EUGENE M. LEE2016-06-06
0012014-01-01UYANGA BATJARGAL UYANGA BATJARGAL2015-05-15
0012013-01-01NICOLE EISENSTAT
0012012-01-01EUGENE LEE EUGENE LEE2013-10-15
0012011-01-01HEATHER HARRIS
0012010-01-01EUGENE LEE
0012009-01-01EUGENE LEE

Plan Statistics for LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2020: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0120
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0127
Total number of active participants reported on line 7a of the Form 55002019-01-0114
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-016
Total of all active and inactive participants2019-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0120
Number of participants with account balances2019-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0124
Total number of active participants reported on line 7a of the Form 55002018-01-0121
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-016
Total of all active and inactive participants2018-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0127
Number of participants with account balances2018-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0123
Total number of active participants reported on line 7a of the Form 55002017-01-0118
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-016
Total of all active and inactive participants2017-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0124
Number of participants with account balances2017-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0128
Total number of active participants reported on line 7a of the Form 55002016-01-0118
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-015
Total of all active and inactive participants2016-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0123
Number of participants with account balances2016-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0127
Total number of active participants reported on line 7a of the Form 55002015-01-0124
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0128
Number of participants with account balances2015-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0132
Total number of active participants reported on line 7a of the Form 55002014-01-0123
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0127
Number of participants with account balances2014-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0125
Total number of active participants reported on line 7a of the Form 55002013-01-0128
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0132
Number of participants with account balances2013-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0124
Total number of active participants reported on line 7a of the Form 55002012-01-0121
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0125
Number of participants with account balances2012-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0116
Total number of active participants reported on line 7a of the Form 55002011-01-0122
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0124
Number of participants with account balances2011-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0114
Total number of active participants reported on line 7a of the Form 55002010-01-0115
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0116
Number of participants with account balances2010-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0112
Total number of active participants reported on line 7a of the Form 55002009-01-0114
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0114
Number of participants with account balances2009-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2020 : LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-03-31$-2,268,823
Total plan liabilities at end of year2020-03-31$0
Total plan liabilities at beginning of year2020-03-31$0
Total income from all sources2020-03-31$-435,582
Expenses. Total of all expenses incurred2020-03-31$999,974
Benefits paid (including direct rollovers)2020-03-31$999,737
Total plan assets at end of year2020-03-31$0
Total plan assets at beginning of year2020-03-31$3,704,379
Value of fidelity bond covering the plan2020-03-31$50,000
Total contributions received or receivable from participants2020-03-31$0
Expenses. Other expenses not covered elsewhere2020-03-31$0
Contributions received from other sources (not participants or employers)2020-03-31$0
Other income received2020-03-31$-435,582
Noncash contributions received2020-03-31$0
Net income (gross income less expenses)2020-03-31$-1,435,556
Net plan assets at end of year (total assets less liabilities)2020-03-31$0
Net plan assets at beginning of year (total assets less liabilities)2020-03-31$3,704,379
Total contributions received or receivable from employer(s)2020-03-31$0
Value of certain deemed distributions of participant loans2020-03-31$0
Value of corrective distributions2020-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-03-31$237
2019 : LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$822,218
Expenses. Total of all expenses incurred2019-12-31$112,175
Benefits paid (including direct rollovers)2019-12-31$111,295
Total plan assets at end of year2019-12-31$3,704,379
Total plan assets at beginning of year2019-12-31$2,994,336
Value of fidelity bond covering the plan2019-12-31$50,000
Total contributions received or receivable from participants2019-12-31$175,940
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$570,296
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$710,043
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,704,379
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,994,336
Assets. Value of participant loans2019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$75,982
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$880
2018 : LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$110,554
Expenses. Total of all expenses incurred2018-12-31$76,773
Benefits paid (including direct rollovers)2018-12-31$75,853
Total plan assets at end of year2018-12-31$2,994,336
Total plan assets at beginning of year2018-12-31$2,960,555
Value of fidelity bond covering the plan2018-12-31$50,000
Total contributions received or receivable from participants2018-12-31$209,328
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-193,858
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$33,781
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,994,336
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,960,555
Assets. Value of participant loans2018-12-31$311
Total contributions received or receivable from employer(s)2018-12-31$95,084
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$920
2017 : LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$720,031
Expenses. Total of all expenses incurred2017-12-31$41,428
Benefits paid (including direct rollovers)2017-12-31$40,558
Total plan assets at end of year2017-12-31$2,960,555
Total plan assets at beginning of year2017-12-31$2,281,952
Value of fidelity bond covering the plan2017-12-31$50,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$199,415
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$431,020
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$678,603
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,960,555
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,281,952
Assets. Value of participant loans2017-12-31$913
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$89,596
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$870
2016 : LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$424,459
Expenses. Total of all expenses incurred2016-12-31$123,206
Benefits paid (including direct rollovers)2016-12-31$122,311
Total plan assets at end of year2016-12-31$2,281,952
Total plan assets at beginning of year2016-12-31$1,980,699
Value of fidelity bond covering the plan2016-12-31$50,000
Total contributions received or receivable from participants2016-12-31$193,464
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$143,081
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$301,253
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,281,952
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,980,699
Assets. Value of participant loans2016-12-31$1,544
Total contributions received or receivable from employer(s)2016-12-31$87,914
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$895
2015 : LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$231,956
Expenses. Total of all expenses incurred2015-12-31$750
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$1,980,699
Total plan assets at beginning of year2015-12-31$1,749,493
Value of fidelity bond covering the plan2015-12-31$50,000
Total contributions received or receivable from participants2015-12-31$167,756
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-9,372
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$231,206
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,980,699
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,749,493
Assets. Value of participant loans2015-12-31$2,169
Total contributions received or receivable from employer(s)2015-12-31$73,572
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$750
2014 : LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$309,342
Expenses. Total of all expenses incurred2014-12-31$31,853
Benefits paid (including direct rollovers)2014-12-31$30,998
Total plan assets at end of year2014-12-31$1,749,493
Total plan assets at beginning of year2014-12-31$1,472,004
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$150,967
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$93,725
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$277,489
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,749,493
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,472,004
Assets. Value of participant loans2014-12-31$2,716
Total contributions received or receivable from employer(s)2014-12-31$64,650
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$855
2013 : LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$432,944
Expenses. Total of all expenses incurred2013-12-31$161,779
Benefits paid (including direct rollovers)2013-12-31$160,994
Total plan assets at end of year2013-12-31$1,472,004
Total plan assets at beginning of year2013-12-31$1,200,839
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$135,965
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$238,316
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$271,165
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,472,004
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,200,839
Total contributions received or receivable from employer(s)2013-12-31$58,663
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$785
2012 : LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$355,690
Expenses. Total of all expenses incurred2012-12-31$110,039
Benefits paid (including direct rollovers)2012-12-31$109,384
Total plan assets at end of year2012-12-31$1,200,839
Total plan assets at beginning of year2012-12-31$955,188
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$157,889
Other income received2012-12-31$137,304
Net income (gross income less expenses)2012-12-31$245,651
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,200,839
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$955,188
Total contributions received or receivable from employer(s)2012-12-31$60,497
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$655
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$174,193
Expenses. Total of all expenses incurred2011-12-31$560
Total plan assets at end of year2011-12-31$955,188
Total plan assets at beginning of year2011-12-31$781,555
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$154,074
Other income received2011-12-31$-39,298
Net income (gross income less expenses)2011-12-31$173,633
Net plan assets at end of year (total assets less liabilities)2011-12-31$955,188
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$781,555
Total contributions received or receivable from employer(s)2011-12-31$59,417
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$560
2010 : LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$261,291
Expenses. Total of all expenses incurred2010-12-31$480
Total plan assets at end of year2010-12-31$781,555
Total plan assets at beginning of year2010-12-31$520,744
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$119,522
Other income received2010-12-31$94,550
Net income (gross income less expenses)2010-12-31$260,811
Net plan assets at end of year (total assets less liabilities)2010-12-31$781,555
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$520,744
Total contributions received or receivable from employer(s)2010-12-31$47,219
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$480

Form 5500 Responses for LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN

2020: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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