401k Plan data: STEVEN LEE INSURANCE SERVICES, INC. RETIREMENT PLAN plan

STEVEN LEE INSURANCE SERVICES, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	STEVEN LEE INSURANCE SERVICES, INC. RETIREMENT PLAN
Plan identification number	001

STEVEN LEE INSURANCE SERVICES, INC. RETIREMENT 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

STEVEN LEE INSURANCE SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: STEVEN LEE INSURANCE SERVICES, INC.

Employer identification number (EIN): 954325351

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN LEE INSURANCE SERVICES, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 KRISTEN CHANG 2024-08-19 KRISTEN CHANG 2024-08-19
001 2022-01-01 KRISTEN CHANG 2023-06-30 KRISTEN CHANG 2023-06-30
001 2021-01-01 KRISTEN CHANG 2022-09-22 KRISTEN CHANG 2022-09-22
001 2020-01-01 KRISTEN CHANG 2021-07-07 KRISTEN CHANG 2021-07-07
001 2019-01-01 KRISTEN CHANG 2020-07-07 KRISTEN CHANG 2020-07-07
001 2018-01-01 KRISTEN CHANG 2019-05-09 KRISTEN CHANG 2019-05-09
001 2017-01-01 KRISTEN CHANG 2018-05-08 KRISTEN CHANG 2018-05-08
001 2016-01-01 STEVEN LEE 2017-03-22 STEVEN LEE 2017-03-22
001 2015-01-01 KRISTEN CHANG 2016-04-18 KRISTEN CHANG 2016-04-18
001 2014-01-01 KRISTEN CHANG 2015-06-03 KRISTEN CHANG 2015-06-03
001 2013-01-01 KRISTEN CHANG 2014-06-06 KRISTEN CHANG 2014-06-06
001 2012-01-01 STEVEN LEE 2013-04-08 STEVEN LEE 2013-04-08
001 2011-01-01 STEVEN LEE 2012-03-29 STEVEN LEE 2012-03-29
001 2010-01-01 STEVEN LEE 2011-06-20 STEVEN LEE 2011-06-20
001 2009-01-01 STEVEN LEE STEVEN LEE 2010-07-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	KRISTEN CHANG	2024-08-19	KRISTEN CHANG	2024-08-19
001	2022-01-01	KRISTEN CHANG	2023-06-30	KRISTEN CHANG	2023-06-30
001	2021-01-01	KRISTEN CHANG	2022-09-22	KRISTEN CHANG	2022-09-22
001	2020-01-01	KRISTEN CHANG	2021-07-07	KRISTEN CHANG	2021-07-07
001	2019-01-01	KRISTEN CHANG	2020-07-07	KRISTEN CHANG	2020-07-07
001	2018-01-01	KRISTEN CHANG	2019-05-09	KRISTEN CHANG	2019-05-09
001	2017-01-01	KRISTEN CHANG	2018-05-08	KRISTEN CHANG	2018-05-08
001	2016-01-01	STEVEN LEE	2017-03-22	STEVEN LEE	2017-03-22
001	2015-01-01	KRISTEN CHANG	2016-04-18	KRISTEN CHANG	2016-04-18
001	2014-01-01	KRISTEN CHANG	2015-06-03	KRISTEN CHANG	2015-06-03
001	2013-01-01	KRISTEN CHANG	2014-06-06	KRISTEN CHANG	2014-06-06
001	2012-01-01	STEVEN LEE	2013-04-08	STEVEN LEE	2013-04-08
001	2011-01-01	STEVEN LEE	2012-03-29	STEVEN LEE	2012-03-29
001	2010-01-01	STEVEN LEE	2011-06-20	STEVEN LEE	2011-06-20
001	2009-01-01	STEVEN LEE		STEVEN LEE	2010-07-27

Plan Statistics for STEVEN LEE INSURANCE SERVICES, INC. RETIREMENT PLAN

401k plan membership statisitcs for STEVEN LEE INSURANCE SERVICES, INC. RETIREMENT PLAN

Measure Date Value
2009: STEVEN LEE INSURANCE SERVICES, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 7
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2009: STEVEN LEE INSURANCE SERVICES, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	7
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Form 5500 Responses for STEVEN LEE INSURANCE SERVICES, INC. RETIREMENT PLAN

2009: STEVEN LEE INSURANCE SERVICES, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STEVEN LEE INSURANCE SERVICES, INC.
Employer identification number (EIN):	954325351
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages