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JOHN K. LEE, DDS MONEY PURCHASE PLAN 401k Plan overview

Plan NameJOHN K. LEE, DDS MONEY PURCHASE PLAN
Plan identification number 002

JOHN K. LEE, DDS MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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 MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022017-01-01JOHN K. LEE, DDS
0022016-01-01JOHN K. LEE, DDS
0022015-01-01JOHN K. LEE, DDS
0022014-01-01JOHN K. LEE, DDS
0022013-01-01JOHN K. LEE, DDS
0022012-01-01JOHN K. LEE, DDS
0022010-01-01JOHN K LEE DDS
0022009-01-01JOHN K LEE DDS

Plan Statistics for JOHN K. LEE, DDS MONEY PURCHASE PLAN

401k plan membership statisitcs for JOHN K. LEE, DDS MONEY PURCHASE PLAN

Measure Date Value
2023: JOHN K. LEE, DDS MONEY PURCHASE PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012
Total number of active participants reported on line 7a of the Form 55002023-01-012
Total of all active and inactive participants2023-01-012
Total participants2023-01-012
Number of participants with account balances2023-01-012
2022: JOHN K. LEE, DDS MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE PLAN

Measure Date Value
2023 : JOHN K. LEE, DDS MONEY PURCHASE PLAN 2023 401k financial data
Total income from all sources2023-12-31$51,070
Expenses. Total of all expenses incurred2023-12-31$6,852
Benefits paid (including direct rollovers)2023-12-31$1,921
Total plan assets at end of year2023-12-31$286,795
Total plan assets at beginning of year2023-12-31$242,577
Expenses. Other expenses not covered elsewhere2023-12-31$4,931
Other income received2023-12-31$46,645
Net income (gross income less expenses)2023-12-31$44,218
Net plan assets at end of year (total assets less liabilities)2023-12-31$286,795
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$242,577
Total contributions received or receivable from employer(s)2023-12-31$4,425
2022 : JOHN K. LEE, DDS MONEY PURCHASE PLAN 2022 401k financial data
Total income from all sources2022-12-31$-44,837
Expenses. Total of all expenses incurred2022-12-31$2,990
Total plan assets at end of year2022-12-31$242,577
Total plan assets at beginning of year2022-12-31$290,404
Expenses. Other expenses not covered elsewhere2022-12-31$2,990
Other income received2022-12-31$-48,565
Net income (gross income less expenses)2022-12-31$-47,827
Net plan assets at end of year (total assets less liabilities)2022-12-31$242,577
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$290,404
Total contributions received or receivable from employer(s)2022-12-31$3,728
2021 : JOHN K. LEE, DDS MONEY PURCHASE PLAN 2021 401k financial data
Total income from all sources2021-12-31$43,250
Expenses. Total of all expenses incurred2021-12-31$3,198
Total plan assets at end of year2021-12-31$290,404
Total plan assets at beginning of year2021-12-31$250,352
Expenses. Other expenses not covered elsewhere2021-12-31$3,198
Other income received2021-12-31$39,522
Net income (gross income less expenses)2021-12-31$40,052
Net plan assets at end of year (total assets less liabilities)2021-12-31$290,404
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$250,352
Total contributions received or receivable from employer(s)2021-12-31$3,728
2020 : JOHN K. LEE, DDS MONEY PURCHASE PLAN 2020 401k financial data
Total income from all sources2020-12-31$41,212
Expenses. Total of all expenses incurred2020-12-31$11,656
Benefits paid (including direct rollovers)2020-12-31$9,185
Total plan assets at end of year2020-12-31$250,352
Total plan assets at beginning of year2020-12-31$220,796
Expenses. Other expenses not covered elsewhere2020-12-31$2,471
Other income received2020-12-31$35,480
Net income (gross income less expenses)2020-12-31$29,556
Net plan assets at end of year (total assets less liabilities)2020-12-31$250,352
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$220,796
Total contributions received or receivable from employer(s)2020-12-31$5,732
2019 : JOHN K. LEE, DDS MONEY PURCHASE PLAN 2019 401k financial data
Total income from all sources2019-12-31$48,994
Expenses. Total of all expenses incurred2019-12-31$2,301
Total plan assets at end of year2019-12-31$220,796
Total plan assets at beginning of year2019-12-31$174,103
Expenses. Other expenses not covered elsewhere2019-12-31$2,301
Other income received2019-12-31$42,999
Net income (gross income less expenses)2019-12-31$46,693
Net plan assets at end of year (total assets less liabilities)2019-12-31$220,796
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$174,103
Total contributions received or receivable from employer(s)2019-12-31$5,995
2018 : JOHN K. LEE, DDS MONEY PURCHASE PLAN 2018 401k financial data
Total income from all sources2018-12-31$-8,939
Expenses. Total of all expenses incurred2018-12-31$3,470
Total plan assets at end of year2018-12-31$174,103
Total plan assets at beginning of year2018-12-31$186,512
Expenses. Other expenses not covered elsewhere2018-12-31$3,470
Other income received2018-12-31$-12,597
Net income (gross income less expenses)2018-12-31$-12,409
Net plan assets at end of year (total assets less liabilities)2018-12-31$174,103
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$186,512
Total contributions received or receivable from employer(s)2018-12-31$3,658
2017 : JOHN K. LEE, DDS MONEY PURCHASE PLAN 2017 401k financial data
Total income from all sources2017-12-31$35,456
Expenses. Total of all expenses incurred2017-12-31$2,404
Total plan assets at end of year2017-12-31$186,512
Total plan assets at beginning of year2017-12-31$153,460
Expenses. Other expenses not covered elsewhere2017-12-31$2,404
Other income received2017-12-31$28,270
Net income (gross income less expenses)2017-12-31$33,052
Net plan assets at end of year (total assets less liabilities)2017-12-31$186,512
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$153,460
Total contributions received or receivable from employer(s)2017-12-31$7,186
2016 : JOHN K. LEE, DDS MONEY PURCHASE PLAN 2016 401k financial data
Total income from all sources2016-12-31$7,919
Expenses. Total of all expenses incurred2016-12-31$2,138
Total plan assets at end of year2016-12-31$153,460
Total plan assets at beginning of year2016-12-31$147,679
Value of fidelity bond covering the plan2016-12-31$250,000
Expenses. Other expenses not covered elsewhere2016-12-31$2,138
Other income received2016-12-31$4,127
Net income (gross income less expenses)2016-12-31$5,781
Net plan assets at end of year (total assets less liabilities)2016-12-31$153,460
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$147,679
Total contributions received or receivable from employer(s)2016-12-31$3,792
2015 : JOHN K. LEE, DDS MONEY PURCHASE PLAN 2015 401k financial data
Total income from all sources2015-12-31$3,276
Expenses. Total of all expenses incurred2015-12-31$2,110
Total plan assets at end of year2015-12-31$147,679
Total plan assets at beginning of year2015-12-31$146,513
Value of fidelity bond covering the plan2015-12-31$250,000
Expenses. Other expenses not covered elsewhere2015-12-31$2,110
Other income received2015-12-31$-382
Net income (gross income less expenses)2015-12-31$1,166
Net plan assets at end of year (total assets less liabilities)2015-12-31$147,679
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$146,513
Total contributions received or receivable from employer(s)2015-12-31$3,658
2014 : JOHN K. LEE, DDS MONEY PURCHASE PLAN 2014 401k financial data
Total income from all sources2014-12-31$14,071
Expenses. Total of all expenses incurred2014-12-31$3,444
Benefits paid (including direct rollovers)2014-12-31$1,462
Total plan assets at end of year2014-12-31$146,513
Total plan assets at beginning of year2014-12-31$135,886
Expenses. Other expenses not covered elsewhere2014-12-31$1,982
Other income received2014-12-31$10,490
Net income (gross income less expenses)2014-12-31$10,627
Net plan assets at end of year (total assets less liabilities)2014-12-31$146,513
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$135,886
Total contributions received or receivable from employer(s)2014-12-31$3,581
2013 : JOHN K. LEE, DDS MONEY PURCHASE PLAN 2013 401k financial data
Total income from all sources2013-12-31$22,793
Expenses. Total of all expenses incurred2013-12-31$1,735
Total plan assets at end of year2013-12-31$135,886
Total plan assets at beginning of year2013-12-31$114,828
Expenses. Other expenses not covered elsewhere2013-12-31$1,735
Other income received2013-12-31$19,212
Net income (gross income less expenses)2013-12-31$21,058
Net plan assets at end of year (total assets less liabilities)2013-12-31$135,886
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$114,828
Total contributions received or receivable from employer(s)2013-12-31$3,581
2012 : JOHN K. LEE, DDS MONEY PURCHASE PLAN 2012 401k financial data
Total income from all sources2012-12-31$14,961
Expenses. Total of all expenses incurred2012-12-31$736
Total plan assets at end of year2012-12-31$114,828
Total plan assets at beginning of year2012-12-31$100,603
Expenses. Other expenses not covered elsewhere2012-12-31$736
Other income received2012-12-31$11,380
Net income (gross income less expenses)2012-12-31$14,225
Net plan assets at end of year (total assets less liabilities)2012-12-31$114,828
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$100,603
Total contributions received or receivable from employer(s)2012-12-31$3,581
2010 : JOHN K. LEE, DDS MONEY PURCHASE PLAN 2010 401k financial data
Total income from all sources2010-12-31$11,681
Expenses. Total of all expenses incurred2010-12-31$1,027
Total plan assets at end of year2010-12-31$102,657
Total plan assets at beginning of year2010-12-31$92,003
Expenses. Other expenses not covered elsewhere2010-12-31$1,027
Other income received2010-12-31$10,778
Net income (gross income less expenses)2010-12-31$10,654
Net plan assets at end of year (total assets less liabilities)2010-12-31$102,657
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$92,003
Total contributions received or receivable from employer(s)2010-12-31$903

Form 5500 Responses for JOHN K. LEE, DDS MONEY PURCHASE PLAN

2023: JOHN K. LEE, DDS MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE 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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