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JOHN K. LEE, DDS PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN K. LEE, DDS PROFIT SHARING PLAN
Plan identification number 001

JOHN K. LEE, DDS PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

JOHN K. LEE, DDS has sponsored the creation of one or more 401k plans.

Company Name:JOHN K. LEE, DDS
Employer identification number (EIN):770172241
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN K. LEE, DDS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOHN K. LEE
0012016-01-01JOHN K. LEE
0012015-01-01JOHN K. LEE
0012014-01-01JOHN K. LEE
0012013-01-01JOHN K. LEE
0012012-01-01JOHN K. LEE
0012010-01-01JOHN K LEE
0012009-01-01JOHN K LEE

Plan Statistics for JOHN K. LEE, DDS PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN K. LEE, DDS PROFIT SHARING PLAN

Measure Date Value
2023: JOHN K. LEE, DDS PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-013
Total number of active participants reported on line 7a of the Form 55002023-01-012
Number of retired or separated participants receiving benefits2023-01-011
Total of all active and inactive participants2023-01-013
Total participants2023-01-013
Number of participants with account balances2023-01-012
2022: JOHN K. LEE, DDS PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013
Total number of active participants reported on line 7a of the Form 55002022-01-012
Total of all active and inactive participants2022-01-012
Total participants2022-01-012
Number of participants with account balances2022-01-011
2021: JOHN K. LEE, DDS PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-013
Total of all active and inactive participants2021-01-013
Total participants2021-01-013
Number of participants with account balances2021-01-010
2020: JOHN K. LEE, DDS PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-013
Total of all active and inactive participants2020-01-013
Total participants2020-01-013
Number of participants with account balances2020-01-013
2019: JOHN K. LEE, DDS PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-013
Total of all active and inactive participants2019-01-013
Total participants2019-01-013
Number of participants with account balances2019-01-013
2018: JOHN K. LEE, DDS PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-013
Total of all active and inactive participants2018-01-013
Total participants2018-01-013
2017: JOHN K. LEE, DDS PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total number of active participants reported on line 7a of the Form 55002017-01-013
Total of all active and inactive participants2017-01-013
Total participants2017-01-013
2016: JOHN K. LEE, DDS 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
Number of participants with account balances2016-01-012
2015: JOHN K. LEE, DDS 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: JOHN K. LEE, DDS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: JOHN K. LEE, DDS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Total of all active and inactive participants2013-01-013
Total participants2013-01-013
2012: JOHN K. LEE, DDS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Total of all active and inactive participants2012-01-013
Total participants2012-01-013
2010: JOHN K. LEE, DDS PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Total of all active and inactive participants2010-01-012
Total participants2010-01-012
2009: JOHN K. LEE, DDS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012

Financial Data on JOHN K. LEE, DDS PROFIT SHARING PLAN

Measure Date Value
2023 : JOHN K. LEE, DDS PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$145,797
Expenses. Total of all expenses incurred2023-12-31$14,899
Benefits paid (including direct rollovers)2023-12-31$5,764
Total plan assets at end of year2023-12-31$864,382
Total plan assets at beginning of year2023-12-31$733,484
Expenses. Other expenses not covered elsewhere2023-12-31$9,135
Other income received2023-12-31$134,429
Net income (gross income less expenses)2023-12-31$130,898
Net plan assets at end of year (total assets less liabilities)2023-12-31$864,382
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$733,484
Total contributions received or receivable from employer(s)2023-12-31$11,368
2022 : JOHN K. LEE, DDS PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-135,576
Expenses. Total of all expenses incurred2022-12-31$9,039
Total plan assets at end of year2022-12-31$733,484
Total plan assets at beginning of year2022-12-31$878,099
Expenses. Other expenses not covered elsewhere2022-12-31$9,039
Other income received2022-12-31$-146,848
Net income (gross income less expenses)2022-12-31$-144,615
Net plan assets at end of year (total assets less liabilities)2022-12-31$733,484
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$878,099
Total contributions received or receivable from employer(s)2022-12-31$11,272
2021 : JOHN K. LEE, DDS PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$130,778
Expenses. Total of all expenses incurred2021-12-31$9,671
Total plan assets at end of year2021-12-31$878,099
Total plan assets at beginning of year2021-12-31$756,992
Expenses. Other expenses not covered elsewhere2021-12-31$9,671
Other income received2021-12-31$119,506
Net income (gross income less expenses)2021-12-31$121,107
Net plan assets at end of year (total assets less liabilities)2021-12-31$878,099
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$756,992
Total contributions received or receivable from employer(s)2021-12-31$11,272
2020 : JOHN K. LEE, DDS PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$117,721
Expenses. Total of all expenses incurred2020-12-31$35,632
Benefits paid (including direct rollovers)2020-12-31$28,075
Total plan assets at end of year2020-12-31$756,992
Total plan assets at beginning of year2020-12-31$674,903
Expenses. Other expenses not covered elsewhere2020-12-31$7,557
Other income received2020-12-31$108,453
Net income (gross income less expenses)2020-12-31$82,089
Net plan assets at end of year (total assets less liabilities)2020-12-31$756,992
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$674,903
Total contributions received or receivable from employer(s)2020-12-31$9,268
2019 : JOHN K. LEE, DDS PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$142,306
Expenses. Total of all expenses incurred2019-12-31$7,134
Total plan assets at end of year2019-12-31$674,903
Total plan assets at beginning of year2019-12-31$539,731
Expenses. Other expenses not covered elsewhere2019-12-31$7,134
Other income received2019-12-31$133,301
Net income (gross income less expenses)2019-12-31$135,172
Net plan assets at end of year (total assets less liabilities)2019-12-31$674,903
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$539,731
Total contributions received or receivable from employer(s)2019-12-31$9,005
2018 : JOHN K. LEE, DDS PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-27,710
Expenses. Total of all expenses incurred2018-12-31$10,758
Total plan assets at end of year2018-12-31$539,731
Total plan assets at beginning of year2018-12-31$578,199
Expenses. Other expenses not covered elsewhere2018-12-31$10,758
Other income received2018-12-31$-39,052
Net income (gross income less expenses)2018-12-31$-38,468
Net plan assets at end of year (total assets less liabilities)2018-12-31$539,731
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$578,199
Total contributions received or receivable from employer(s)2018-12-31$11,342
2017 : JOHN K. LEE, DDS PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$97,729
Expenses. Total of all expenses incurred2017-12-31$7,639
Total plan assets at end of year2017-12-31$578,199
Total plan assets at beginning of year2017-12-31$488,109
Expenses. Other expenses not covered elsewhere2017-12-31$7,639
Other income received2017-12-31$89,914
Net income (gross income less expenses)2017-12-31$90,090
Net plan assets at end of year (total assets less liabilities)2017-12-31$578,199
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$488,109
Total contributions received or receivable from employer(s)2017-12-31$7,815
2016 : JOHN K. LEE, DDS PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$24,358
Expenses. Total of all expenses incurred2016-12-31$6,813
Total plan assets at end of year2016-12-31$488,109
Total plan assets at beginning of year2016-12-31$470,564
Value of fidelity bond covering the plan2016-12-31$250,000
Expenses. Other expenses not covered elsewhere2016-12-31$6,813
Other income received2016-12-31$13,149
Net income (gross income less expenses)2016-12-31$17,545
Net plan assets at end of year (total assets less liabilities)2016-12-31$488,109
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$470,564
Total contributions received or receivable from employer(s)2016-12-31$11,209
2015 : JOHN K. LEE, DDS PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$10,127
Expenses. Total of all expenses incurred2015-12-31$6,730
Total plan assets at end of year2015-12-31$470,564
Total plan assets at beginning of year2015-12-31$467,167
Value of fidelity bond covering the plan2015-12-31$250,000
Expenses. Other expenses not covered elsewhere2015-12-31$6,730
Other income received2015-12-31$-1,215
Net income (gross income less expenses)2015-12-31$3,397
Net plan assets at end of year (total assets less liabilities)2015-12-31$470,564
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$467,167
Total contributions received or receivable from employer(s)2015-12-31$11,342
2014 : JOHN K. LEE, DDS PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$44,863
Expenses. Total of all expenses incurred2014-12-31$10,980
Benefits paid (including direct rollovers)2014-12-31$4,662
Total plan assets at end of year2014-12-31$467,167
Total plan assets at beginning of year2014-12-31$433,284
Expenses. Other expenses not covered elsewhere2014-12-31$6,318
Other income received2014-12-31$33,444
Net income (gross income less expenses)2014-12-31$33,883
Net plan assets at end of year (total assets less liabilities)2014-12-31$467,167
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$433,284
Total contributions received or receivable from employer(s)2014-12-31$11,419
2013 : JOHN K. LEE, DDS PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$72,678
Expenses. Total of all expenses incurred2013-12-31$5,534
Total plan assets at end of year2013-12-31$433,284
Total plan assets at beginning of year2013-12-31$366,140
Expenses. Other expenses not covered elsewhere2013-12-31$5,534
Other income received2013-12-31$61,259
Net income (gross income less expenses)2013-12-31$67,144
Net plan assets at end of year (total assets less liabilities)2013-12-31$433,284
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$366,140
Total contributions received or receivable from employer(s)2013-12-31$11,419
2012 : JOHN K. LEE, DDS PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$47,710
Expenses. Total of all expenses incurred2012-12-31$2,346
Total plan assets at end of year2012-12-31$366,140
Total plan assets at beginning of year2012-12-31$320,776
Expenses. Other expenses not covered elsewhere2012-12-31$2,346
Other income received2012-12-31$36,291
Net income (gross income less expenses)2012-12-31$45,364
Net plan assets at end of year (total assets less liabilities)2012-12-31$366,140
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$320,776
Total contributions received or receivable from employer(s)2012-12-31$11,419
2010 : JOHN K. LEE, DDS PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$34,369
Expenses. Total of all expenses incurred2010-12-31$3,280
Total plan assets at end of year2010-12-31$324,446
Total plan assets at beginning of year2010-12-31$293,357
Expenses. Other expenses not covered elsewhere2010-12-31$3,280
Other income received2010-12-31$34,369
Net income (gross income less expenses)2010-12-31$31,089
Net plan assets at end of year (total assets less liabilities)2010-12-31$324,446
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$293,357

Form 5500 Responses for JOHN K. LEE, DDS PROFIT SHARING PLAN

2023: JOHN K. LEE, DDS PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: JOHN K. LEE, DDS PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JOHN K. LEE, DDS PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JOHN K. LEE, DDS PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JOHN K. LEE, DDS PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JOHN K. LEE, DDS PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JOHN K. LEE, DDS PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOHN K. LEE, DDS 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: JOHN K. LEE, DDS 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: JOHN K. LEE, DDS 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: JOHN K. LEE, DDS 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: JOHN K. LEE, DDS 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
2010: JOHN K. LEE, DDS PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JOHN K. LEE, DDS PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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