401k Plan data: LEE & ASSOCIATES 401(K) PLAN plan

LEE & ASSOCIATES 401(K) PLAN 401k Plan overview

Plan Name	LEE & ASSOCIATES 401(K) PLAN
Plan identification number	001

LEE & ASSOCIATES 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

REALTY ADVENTURES, INC. DBA LEE & has sponsored the creation of one or more 401k plans.

Company Name: REALTY ADVENTURES, INC. DBA LEE &

Employer identification number (EIN): 954507429

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE & ASSOCIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-02-01 MICHAEL GUDMUNDSON 2023-11-13
001 2021-02-01 NANETTE YOSHIMI 2022-10-16 NANETTE YOSHIMI 2022-10-16
001 2020-02-01 TESS DOREGIOS 2021-09-14 TESS DOREGIOS 2021-09-14
001 2020-02-01 TESSIBELLE DOREGIOS 2021-11-11 TESSIBELLE DOREGIOS 2021-11-11
001 2020-02-01 TESS DOREGIOS 2021-09-14 TESS DOREGIOS 2021-09-14
001 2019-02-01 WENDY DAVIDIAN 2020-03-02 WENDY DAVIDIAN 2020-03-02
001 2018-02-01 WENDY DAVIDIAN 2019-12-13 WENDY DAVIDIAN 2019-12-13
001 2017-02-01 VICTORIA OZUNA 2018-09-05 VICTORIA OZUNA 2018-09-05
001 2017-02-01 VICTORIA OZUNA 2018-09-28 VICTORIA OZUNA 2018-09-28
001 2016-02-01 VICTORIA OZUNA 2017-08-15 VICTORIA OZUNA 2017-08-15
001 2015-02-01 VICTORIA OZUNA 2016-03-02 VICTORIA OZUNA 2016-03-02
001 2014-02-01 VICTORIA OZUNA 2015-03-31 VICTORIA OZUNA 2015-04-01
001 2013-02-01 VICTORIA OZUNA 2014-03-14 VICTORIA OZUNA 2014-03-14
001 2012-02-01 VICTORIA OZUNA 2013-04-10 VICTORIA OZUNA 2013-04-10
001 2011-02-01 ZENY DEL MUNDO 2012-05-24
001 2010-02-01 ALEXANDER DEL MUNDO 2011-07-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-02-01	MICHAEL GUDMUNDSON	2023-11-13
001	2021-02-01	NANETTE YOSHIMI	2022-10-16	NANETTE YOSHIMI	2022-10-16
001	2020-02-01	TESS DOREGIOS	2021-09-14	TESS DOREGIOS	2021-09-14
001	2020-02-01	TESSIBELLE DOREGIOS	2021-11-11	TESSIBELLE DOREGIOS	2021-11-11
001	2020-02-01	TESS DOREGIOS	2021-09-14	TESS DOREGIOS	2021-09-14
001	2019-02-01	WENDY DAVIDIAN	2020-03-02	WENDY DAVIDIAN	2020-03-02
001	2018-02-01	WENDY DAVIDIAN	2019-12-13	WENDY DAVIDIAN	2019-12-13
001	2017-02-01	VICTORIA OZUNA	2018-09-05	VICTORIA OZUNA	2018-09-05
001	2017-02-01	VICTORIA OZUNA	2018-09-28	VICTORIA OZUNA	2018-09-28
001	2016-02-01	VICTORIA OZUNA	2017-08-15	VICTORIA OZUNA	2017-08-15
001	2015-02-01	VICTORIA OZUNA	2016-03-02	VICTORIA OZUNA	2016-03-02
001	2014-02-01	VICTORIA OZUNA	2015-03-31	VICTORIA OZUNA	2015-04-01
001	2013-02-01	VICTORIA OZUNA	2014-03-14	VICTORIA OZUNA	2014-03-14
001	2012-02-01	VICTORIA OZUNA	2013-04-10	VICTORIA OZUNA	2013-04-10
001	2011-02-01	ZENY DEL MUNDO	2012-05-24
001	2010-02-01	ALEXANDER DEL MUNDO	2011-07-08

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Company Name:	REALTY ADVENTURES, INC. DBA LEE &
Employer identification number (EIN):	954507429
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers