401k Plan data: LEE AND LEE ATTORNEY AT LAW PC 401 K PROFIT SHARING PLAN TRUST plan

LEE AND LEE ATTORNEY AT LAW PC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	LEE AND LEE ATTORNEY AT LAW PC 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

LEE AND LEE ATTORNEY AT LAW PC 401 K PROFIT SHARING PLAN TRUST 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.
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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 LEE ATTORNEYS AT LAW P has sponsored the creation of one or more 401k plans.

Company Name: LEE AND LEE ATTORNEYS AT LAW P

Employer identification number (EIN): 621123883

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE AND LEE ATTORNEY AT LAW PC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JOHN MARK LEE 2024-07-31
001 2022-01-01 JOHN M LEE 2023-07-06
001 2021-01-01 J MARK LEE 2022-07-28
001 2020-01-01 JOHN M LEE 2021-07-16
001 2019-01-01 J MARK LEE 2020-07-17
001 2018-01-01 J MARK LEE 2019-07-03
001 2017-01-01 JOHN M LEE 2018-07-17
001 2016-01-01 JOHN M LEE 2017-06-20
001 2015-01-01 J MARK LEE 2016-07-15
001 2014-01-01 JOHN M LEE 2015-05-29
001 2013-01-01 JOHN M LEE 2014-07-15
001 2012-01-01 LEE AND LEE ATTORNEYS AT LAW P 2013-07-30
001 2011-01-01 LEE AND LEE ATTORNEYS AT LAW P 2012-07-16
001 2010-01-01 LEE AND LEE ATTORNEYS AT LAW P 2011-07-29
001 2009-01-01 LEE AND LEE ATTORNEYS AT LAW P

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	JOHN MARK LEE	2024-07-31
001	2022-01-01	JOHN M LEE	2023-07-06
001	2021-01-01	J MARK LEE	2022-07-28
001	2020-01-01	JOHN M LEE	2021-07-16
001	2019-01-01	J MARK LEE	2020-07-17
001	2018-01-01	J MARK LEE	2019-07-03
001	2017-01-01	JOHN M LEE	2018-07-17
001	2016-01-01	JOHN M LEE	2017-06-20
001	2015-01-01	J MARK LEE	2016-07-15
001	2014-01-01	JOHN M LEE	2015-05-29
001	2013-01-01	JOHN M LEE	2014-07-15
001	2012-01-01	LEE AND LEE ATTORNEYS AT LAW P	2013-07-30
001	2011-01-01	LEE AND LEE ATTORNEYS AT LAW P	2012-07-16
001	2010-01-01	LEE AND LEE ATTORNEYS AT LAW P	2011-07-29
001	2009-01-01	LEE AND LEE ATTORNEYS AT LAW P

Plan Statistics for LEE AND LEE ATTORNEY AT LAW PC 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for LEE AND LEE ATTORNEY AT LAW PC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2009: LEE AND LEE ATTORNEY AT LAW PC 401 K PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 16
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 16
Number of participants with account balances 2009-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2009: LEE AND LEE ATTORNEY AT LAW PC 401 K PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	16
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	16
Number of participants with account balances	2009-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Form 5500 Responses for LEE AND LEE ATTORNEY AT LAW PC 401 K PROFIT SHARING PLAN TRUST

2009: LEE AND LEE ATTORNEY AT LAW PC 401 K PROFIT SHARING PLAN TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

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Company Name:	LEE AND LEE ATTORNEYS AT LAW P
Employer identification number (EIN):	621123883
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers