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LEE & LEE PROFIT SHARING PLAN 401k Plan overview

Plan NameLEE & LEE PROFIT SHARING PLAN
Plan identification number 002

LEE & LEE PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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):631035269
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about LEE & LEE, INC.

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division
Incorporation Date: 1970-01-27
Company Identification Number: 63400
Legal Registered Office Address: 730 SHELBURNE ST.

S. BURLINGTON
United States of America (USA)
05401

More information about LEE & LEE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE & LEE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01PARKS LEE
0022016-01-01PARKS LEE
0022015-01-01PARKS LEE
0022014-01-01PARKS LEE
0022013-01-01PARKS LEE
0022012-01-01PARKS LEE
0022011-01-01PARKS LEE

Plan Statistics for LEE & LEE PROFIT SHARING PLAN

401k plan membership statisitcs for LEE & LEE PROFIT SHARING PLAN

Measure Date Value
2017: LEE & LEE PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-010
Total of all active and inactive participants2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
2016: LEE & LEE PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Total of all active and inactive participants2016-01-012
Total participants2016-01-012
2015: LEE & LEE PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Total of all active and inactive participants2015-01-012
Total participants2015-01-012
2014: LEE & LEE PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
Number of participants with account balances2014-01-012
2013: LEE & LEE PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
2012: LEE & LEE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: LEE & LEE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012

Financial Data on LEE & LEE PROFIT SHARING PLAN

Measure Date Value
2017 : LEE & LEE PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$-172,240
Total income from all sources2017-12-31$12,585
Expenses. Total of all expenses incurred2017-12-31$113
Total plan assets at beginning of year2017-12-31$159,768
Expenses. Other expenses not covered elsewhere2017-12-31$113
Other income received2017-12-31$12,585
Net income (gross income less expenses)2017-12-31$12,472
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$159,768
2016 : LEE & LEE PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$1,764
Expenses. Total of all expenses incurred2016-12-31$50
Total plan assets at end of year2016-12-31$159,768
Total plan assets at beginning of year2016-12-31$158,054
Expenses. Other expenses not covered elsewhere2016-12-31$50
Other income received2016-12-31$1,764
Net income (gross income less expenses)2016-12-31$1,714
Net plan assets at end of year (total assets less liabilities)2016-12-31$159,768
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$158,054
2015 : LEE & LEE PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-923
Total plan assets at end of year2015-12-31$158,054
Total plan assets at beginning of year2015-12-31$158,977
Other income received2015-12-31$-923
Net income (gross income less expenses)2015-12-31$-923
Net plan assets at end of year (total assets less liabilities)2015-12-31$158,054
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$158,977
2014 : LEE & LEE PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$642
Expenses. Total of all expenses incurred2014-12-31$50
Total plan assets at end of year2014-12-31$158,977
Total plan assets at beginning of year2014-12-31$158,385
Other income received2014-12-31$642
Net income (gross income less expenses)2014-12-31$592
Net plan assets at end of year (total assets less liabilities)2014-12-31$158,977
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$158,385
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$50
2013 : LEE & LEE PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$13,349
Expenses. Total of all expenses incurred2013-12-31$50
Total plan assets at end of year2013-12-31$158,385
Total plan assets at beginning of year2013-12-31$145,086
Other income received2013-12-31$13,349
Net income (gross income less expenses)2013-12-31$13,299
Net plan assets at end of year (total assets less liabilities)2013-12-31$158,385
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$145,086
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$50
2012 : LEE & LEE PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$18,814
Expenses. Total of all expenses incurred2012-12-31$50
Total plan assets at end of year2012-12-31$145,086
Total plan assets at beginning of year2012-12-31$126,322
Other income received2012-12-31$18,814
Net income (gross income less expenses)2012-12-31$18,764
Net plan assets at end of year (total assets less liabilities)2012-12-31$145,086
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$126,322
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$50
2011 : LEE & LEE PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-17,395
Total plan assets at end of year2011-12-31$126,322
Total plan assets at beginning of year2011-12-31$143,717
Other income received2011-12-31$-17,395
Net income (gross income less expenses)2011-12-31$-17,395
Net plan assets at end of year (total assets less liabilities)2011-12-31$126,322
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$143,717
2010 : LEE & LEE PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$-100,000
Total income from all sources2010-12-31$22,232
Total plan assets at end of year2010-12-31$143,717
Total plan assets at beginning of year2010-12-31$221,485
Other income received2010-12-31$22,232
Net income (gross income less expenses)2010-12-31$22,232
Net plan assets at end of year (total assets less liabilities)2010-12-31$143,717
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$221,485

Form 5500 Responses for LEE & LEE PROFIT SHARING PLAN

2017: LEE & LEE PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LEE & LEE PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LEE & LEE PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LEE & LEE PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LEE & LEE PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LEE & LEE PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LEE & LEE PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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