401k Plan data: JOHN S. LEE, MD, PC 401(K) PROFIT SHARING PLAN plan

JOHN S. LEE, MD, PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOHN S. LEE, MD, PC 401(K) PROFIT SHARING PLAN
Plan identification number	002

JOHN S. LEE, MD, PC 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
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

JOHN S. LEE, MD, PC has sponsored the creation of one or more 401k plans.

Company Name: JOHN S. LEE, MD, PC

Employer identification number (EIN): 710929017

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN S. LEE, MD, PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 JOHN S. LEE MD 2024-08-26
002 2022-01-01 JOHN S. LEE MD 2023-07-11
002 2021-01-01 JOHN S. LEE MD 2022-06-14
002 2020-01-01 JOHN S. LEE MD 2021-08-24
002 2019-01-01 JOHN S. LEE MD 2020-09-01
002 2018-01-01 JOHN S. LEE MD 2019-08-20
002 2017-01-01 JOHN S. LEE MD 2018-08-20
002 2016-01-01 JOHN S. LEE MD 2017-06-01
002 2015-01-01 JOHN S. LEE MD 2016-08-25
002 2014-01-01 JOHN S. LEE MD 2015-09-17
002 2013-01-01 JOHN S. LEE MD 2014-08-12
002 2012-01-01 JOHN S. LEE MD 2013-08-22
002 2011-01-01 JOHN S. LEE MD 2012-05-30
002 2010-01-01 JOHN S. LEE MD 2011-07-22
002 2008-01-01 JOHN S. LEE
002 2007-01-01 JOHN S. LEE
002 2006-01-01 JOHN S. LEE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	JOHN S. LEE MD	2024-08-26
002	2022-01-01	JOHN S. LEE MD	2023-07-11
002	2021-01-01	JOHN S. LEE MD	2022-06-14
002	2020-01-01	JOHN S. LEE MD	2021-08-24
002	2019-01-01	JOHN S. LEE MD	2020-09-01
002	2018-01-01	JOHN S. LEE MD	2019-08-20
002	2017-01-01	JOHN S. LEE MD	2018-08-20
002	2016-01-01	JOHN S. LEE MD	2017-06-01
002	2015-01-01	JOHN S. LEE MD	2016-08-25
002	2014-01-01	JOHN S. LEE MD	2015-09-17
002	2013-01-01	JOHN S. LEE MD	2014-08-12
002	2012-01-01	JOHN S. LEE MD	2013-08-22
002	2011-01-01	JOHN S. LEE MD	2012-05-30
002	2010-01-01	JOHN S. LEE MD	2011-07-22
002	2008-01-01	JOHN S. LEE
002	2007-01-01	JOHN S. LEE
002	2006-01-01	JOHN S. LEE

Plan Statistics for JOHN S. LEE, MD, PC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN S. LEE, MD, PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2008: JOHN S. LEE, MD, PC 401(K) PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 4
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 0
Total of all active and inactive participants 2008-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 4
Number of participants with account balances 2008-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 0
2007: JOHN S. LEE, MD, PC 401(K) PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 3
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 0
Total of all active and inactive participants 2007-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 3
Number of participants with account balances 2007-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0
2006: JOHN S. LEE, MD, PC 401(K) PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year 2006-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2006-01-01 3
Number of retired or separated participants receiving benefits 2006-01-01 0
Number of other retired or separated participants entitled to future benefits 2006-01-01 0
Total of all active and inactive participants 2006-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2006-01-01 0
Total participants 2006-01-01 3
Number of participants with account balances 2006-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2006-01-01 0

Measure	Date	Value
2008: JOHN S. LEE, MD, PC 401(K) PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	4
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	0
Total of all active and inactive participants	2008-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	4
Number of participants with account balances	2008-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0
2007: JOHN S. LEE, MD, PC 401(K) PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	3
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	0
Total of all active and inactive participants	2007-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	3
Number of participants with account balances	2007-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0
2006: JOHN S. LEE, MD, PC 401(K) PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year	2006-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2006-01-01	3
Number of retired or separated participants receiving benefits	2006-01-01	0
Number of other retired or separated participants entitled to future benefits	2006-01-01	0
Total of all active and inactive participants	2006-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2006-01-01	0
Total participants	2006-01-01	3
Number of participants with account balances	2006-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2006-01-01	0

Form 5500 Responses for JOHN S. LEE, MD, PC 401(K) PROFIT SHARING PLAN

2008: JOHN S. LEE, MD, PC 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes
2007: JOHN S. LEE, MD, PC 401(K) PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	Yes
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes
2006: JOHN S. LEE, MD, PC 401(K) PROFIT SHARING PLAN 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	Submission has been amended	Yes
2006-01-01	Plan funding arrangement – Trust	Yes
2006-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOHN S. LEE, MD, PC
Employer identification number (EIN):	710929017
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)