401k Plan data: LEE & UYEDA LLP plan

LEE & UYEDA LLP 401k Plan overview

Plan Name	LEE & UYEDA LLP
Plan identification number	001

LEE & UYEDA LLP Benefits

401k Plan Type	Defined 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.

401k Sponsoring company profile

LEE & UYEDA LLP has sponsored the creation of one or more 401k plans.

Company Name: LEE & UYEDA LLP

Employer identification number (EIN): 943144396

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE & UYEDA LLP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 WINSTON LEE
001 2016-01-01 WINSTON LEE
001 2015-01-01 WINSTON LEE
001 2014-01-01 WINSTON LEE
001 2013-01-01 WINSTON LEE
001 2012-01-01 WINSTON LEE
001 2011-01-01 WINSTON LEE
001 2009-01-01 WINSTON LEE

Plan Statistics for LEE & UYEDA LLP

401k plan membership statisitcs for LEE & UYEDA LLP

Measure Date Value
2022: LEE & UYEDA LLP 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
Total of all active and inactive participants 2022-01-01 2
Total participants 2022-01-01 2
Number of participants with account balances 2022-01-01 2
2021: LEE & UYEDA LLP 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Total of all active and inactive participants 2021-01-01 2
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 2
2020: LEE & UYEDA LLP 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Total of all active and inactive participants 2020-01-01 2
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 2
2019: LEE & UYEDA LLP 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Total of all active and inactive participants 2019-01-01 2
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
2018: LEE & UYEDA LLP 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Total of all active and inactive participants 2018-01-01 2
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
2017: LEE & UYEDA LLP 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Total of all active and inactive participants 2017-01-01 2
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
2016: LEE & UYEDA LLP 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Total of all active and inactive participants 2016-01-01 2
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
2015: LEE & UYEDA LLP 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Total of all active and inactive participants 2015-01-01 2
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
2014: LEE & UYEDA LLP 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 3
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 2
2013: LEE & UYEDA LLP 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Total of all active and inactive participants 2013-01-01 3
Total participants 2013-01-01 3
2012: LEE & UYEDA LLP 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Total of all active and inactive participants 2012-01-01 3
Total participants 2012-01-01 3
2011: LEE & UYEDA LLP 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Total of all active and inactive participants 2011-01-01 3
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
2009: LEE & UYEDA LLP 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Total of all active and inactive participants 2009-01-01 3
Total participants 2009-01-01 3

Measure	Date	Value
2022: LEE & UYEDA LLP 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
Total of all active and inactive participants	2022-01-01	2
Total participants	2022-01-01	2
Number of participants with account balances	2022-01-01	2
2021: LEE & UYEDA LLP 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Total of all active and inactive participants	2021-01-01	2
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	2
2020: LEE & UYEDA LLP 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Total of all active and inactive participants	2020-01-01	2
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	2
2019: LEE & UYEDA LLP 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Total of all active and inactive participants	2019-01-01	2
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
2018: LEE & UYEDA LLP 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Total of all active and inactive participants	2018-01-01	2
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
2017: LEE & UYEDA LLP 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Total of all active and inactive participants	2017-01-01	2
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
2016: LEE & UYEDA LLP 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Total of all active and inactive participants	2016-01-01	2
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
2015: LEE & UYEDA LLP 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Total of all active and inactive participants	2015-01-01	2
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
2014: LEE & UYEDA LLP 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	3
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	2
2013: LEE & UYEDA LLP 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Total of all active and inactive participants	2013-01-01	3
Total participants	2013-01-01	3
2012: LEE & UYEDA LLP 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Total of all active and inactive participants	2012-01-01	3
Total participants	2012-01-01	3
2011: LEE & UYEDA LLP 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Total of all active and inactive participants	2011-01-01	3
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
2009: LEE & UYEDA LLP 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Total of all active and inactive participants	2009-01-01	3
Total participants	2009-01-01	3

Financial Data on LEE & UYEDA LLP

Measure	Date	Value
2022 : LEE & UYEDA LLP 2022 401k financial data
Total income from all sources	2022-12-31	$-163,975
Total plan assets at end of year	2022-12-31	$1,014,846
Total plan assets at beginning of year	2022-12-31	$1,178,821
Value of fidelity bond covering the plan	2022-12-31	$500,000
Other income received	2022-12-31	$-163,975
Net income (gross income less expenses)	2022-12-31	$-163,975
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,014,846
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,178,821
2021 : LEE & UYEDA LLP 2021 401k financial data
Total income from all sources	2021-12-31	$146,988
Total plan assets at end of year	2021-12-31	$1,178,821
Total plan assets at beginning of year	2021-12-31	$1,031,833
Value of fidelity bond covering the plan	2021-12-31	$500,000
Other income received	2021-12-31	$146,988
Net income (gross income less expenses)	2021-12-31	$146,988
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,178,821
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,031,833
2020 : LEE & UYEDA LLP 2020 401k financial data
Total income from all sources	2020-12-31	$154,330
Total plan assets at end of year	2020-12-31	$1,031,833
Total plan assets at beginning of year	2020-12-31	$877,503
Value of fidelity bond covering the plan	2020-12-31	$500,000
Other income received	2020-12-31	$154,330
Net income (gross income less expenses)	2020-12-31	$154,330
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,031,833
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$877,503
2019 : LEE & UYEDA LLP 2019 401k financial data
Transfers to/from the plan	2019-12-31	$-85,673
Total income from all sources	2019-12-31	$176,266
Total plan assets at end of year	2019-12-31	$877,503
Total plan assets at beginning of year	2019-12-31	$786,910
Value of fidelity bond covering the plan	2019-12-31	$500,000
Other income received	2019-12-31	$176,266
Net income (gross income less expenses)	2019-12-31	$176,266
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$877,503
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$786,910
2018 : LEE & UYEDA LLP 2018 401k financial data
Total income from all sources	2018-12-31	$-22,873
Total plan assets at end of year	2018-12-31	$786,910
Total plan assets at beginning of year	2018-12-31	$809,783
Value of fidelity bond covering the plan	2018-12-31	$100,000
Other income received	2018-12-31	$-22,873
Net income (gross income less expenses)	2018-12-31	$-22,873
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$786,910
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$809,783
2017 : LEE & UYEDA LLP 2017 401k financial data
Total income from all sources	2017-12-31	$128,362
Total plan assets at end of year	2017-12-31	$809,783
Total plan assets at beginning of year	2017-12-31	$681,421
Value of fidelity bond covering the plan	2017-12-31	$100,000
Other income received	2017-12-31	$128,362
Net income (gross income less expenses)	2017-12-31	$128,362
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$809,783
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$681,421
2016 : LEE & UYEDA LLP 2016 401k financial data
Total income from all sources	2016-12-31	$21,098
Total plan assets at end of year	2016-12-31	$681,421
Total plan assets at beginning of year	2016-12-31	$660,323
Value of fidelity bond covering the plan	2016-12-31	$100,000
Other income received	2016-12-31	$21,098
Net income (gross income less expenses)	2016-12-31	$21,098
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$681,421
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$660,323
2015 : LEE & UYEDA LLP 2015 401k financial data
Total income from all sources	2015-12-31	$19,316
Total plan assets at end of year	2015-12-31	$660,323
Total plan assets at beginning of year	2015-12-31	$641,007
Value of fidelity bond covering the plan	2015-12-31	$100,000
Other income received	2015-12-31	$19,316
Net income (gross income less expenses)	2015-12-31	$19,316
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$660,323
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$641,007
2014 : LEE & UYEDA LLP 2014 401k financial data
Transfers to/from the plan	2014-12-31	$-285,020
Total income from all sources	2014-12-31	$73,397
Total plan assets at end of year	2014-12-31	$641,007
Total plan assets at beginning of year	2014-12-31	$852,630
Value of fidelity bond covering the plan	2014-12-31	$100,000
Other income received	2014-12-31	$73,397
Net income (gross income less expenses)	2014-12-31	$73,397
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$641,007
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$852,630
2013 : LEE & UYEDA LLP 2013 401k financial data
Total income from all sources	2013-12-31	$140,943
Total plan assets at end of year	2013-12-31	$852,630
Total plan assets at beginning of year	2013-12-31	$711,687
Value of fidelity bond covering the plan	2013-12-31	$100,000
Other income received	2013-12-31	$140,943
Net income (gross income less expenses)	2013-12-31	$140,943
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$852,630
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$711,687
2012 : LEE & UYEDA LLP 2012 401k financial data
Total income from all sources	2012-12-31	$108,463
Total plan assets at end of year	2012-12-31	$711,687
Total plan assets at beginning of year	2012-12-31	$603,224
Value of fidelity bond covering the plan	2012-12-31	$120,000
Other income received	2012-12-31	$108,463
Net income (gross income less expenses)	2012-12-31	$108,463
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$711,687
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$603,224
2011 : LEE & UYEDA LLP 2011 401k financial data
Total income from all sources	2011-12-31	$-6,150
Total plan assets at end of year	2011-12-31	$603,224
Total plan assets at beginning of year	2011-12-31	$609,374
Value of fidelity bond covering the plan	2011-12-31	$100,000
Other income received	2011-12-31	$-6,150
Net income (gross income less expenses)	2011-12-31	$-6,150
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$603,224
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$609,374
2010 : LEE & UYEDA LLP 2010 401k financial data
Total income from all sources	2010-12-31	$66,893
Total plan assets at end of year	2010-12-31	$609,374
Total plan assets at beginning of year	2010-12-31	$542,481
Value of fidelity bond covering the plan	2010-12-31	$100,000
Other income received	2010-12-31	$66,893
Net income (gross income less expenses)	2010-12-31	$66,893
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$609,374
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$542,481

Form 5500 Responses for LEE & UYEDA LLP

2022: LEE & UYEDA LLP 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LEE & UYEDA LLP 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LEE & UYEDA LLP 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LEE & UYEDA LLP 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LEE & UYEDA LLP 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LEE & UYEDA LLP 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LEE & UYEDA LLP 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LEE & UYEDA LLP 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LEE & UYEDA LLP 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LEE & UYEDA LLP 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LEE & UYEDA LLP 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LEE & UYEDA LLP 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: LEE & UYEDA LLP 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	LEE & UYEDA LLP
Employer identification number (EIN):	943144396
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants