401k Plan data: BOBBY S. LEE, DDS, LLC. plan

BOBBY S. LEE, DDS, LLC. 401k Plan overview

Plan Name	BOBBY S. LEE, DDS, LLC.
Plan identification number	001

BOBBY S. LEE, DDS, LLC. 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.
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

BOBBY S. LEE, DDS, LLC. has sponsored the creation of one or more 401k plans.

Company Name: BOBBY S. LEE, DDS, LLC.

Employer identification number (EIN): 463464952

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOBBY S. LEE, DDS, LLC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 BOBBY LEE 2024-05-24
001 2022-01-01 BOBBY LEE 2023-05-26
001 2021-01-01 BOBBY LEE 2022-05-25
001 2020-01-01 BOBBY LEE 2021-06-10
001 2019-01-01 BLEE6844 2020-06-15
001 2019-01-01 BOBBY LEE 2020-06-30
001 2018-01-01 BOBBY LEE 2019-05-23
001 2017-01-01 BOBBY LEE 2018-06-11
001 2016-01-01 BOBBY LEE 2017-06-29
001 2015-01-01 BOBBY LEE 2016-06-27
001 2014-01-01 BOBBY LEE 2015-07-01
001 2013-01-01 BOBBY LEE 2014-06-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	BOBBY LEE	2024-05-24
001	2022-01-01	BOBBY LEE	2023-05-26
001	2021-01-01	BOBBY LEE	2022-05-25
001	2020-01-01	BOBBY LEE	2021-06-10
001	2019-01-01	BLEE6844	2020-06-15
001	2019-01-01	BOBBY LEE	2020-06-30
001	2018-01-01	BOBBY LEE	2019-05-23
001	2017-01-01	BOBBY LEE	2018-06-11
001	2016-01-01	BOBBY LEE	2017-06-29
001	2015-01-01	BOBBY LEE	2016-06-27
001	2014-01-01	BOBBY LEE	2015-07-01
001	2013-01-01	BOBBY LEE	2014-06-26

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Company Name:	BOBBY S. LEE, DDS, LLC.
Employer identification number (EIN):	463464952
NAIC Classification:	621210
NAIC Description:	Offices of Dentists