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MARY M. LEE, P.C. SAVINGS AND PROFIT SHARING PLAN 401k Plan overview

Plan NameMARY M. LEE, P.C. SAVINGS AND PROFIT SHARING PLAN
Plan identification number 001

MARY M. LEE, P.C. SAVINGS AND PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

MARY M. LEE, P.C. has sponsored the creation of one or more 401k plans.

Company Name:MARY M. LEE, P.C.
Employer identification number (EIN):731553673
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARY M. LEE, P.C. SAVINGS AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01MARK LESTER2020-10-10
0012018-01-01MARK LESTER2019-10-10
0012017-01-01MARK LESTER
0012016-01-01MARIA ROBLES MEYERS
0012015-01-01MARY M. LEE
0012014-01-01MARY M. LEE
0012013-01-01
0012012-01-01MARY M. LEE MARY M. LEE2013-10-11
0012011-01-01MARY M. LEE MARY M. LEE2012-07-27
0012010-01-01MARY M. LEE MARY M. LEE2011-06-28
0012009-01-01MARIA ROBLES MEYERS

Plan Statistics for MARY M. LEE, P.C. SAVINGS AND PROFIT SHARING PLAN

401k plan membership statisitcs for MARY M. LEE, P.C. SAVINGS AND PROFIT SHARING PLAN

Measure Date Value
2017: MARY M. LEE, P.C. SAVINGS AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MARY M. LEE, P.C. SAVINGS AND PROFIT SHARING 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
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MARY M. LEE, P.C. SAVINGS AND PROFIT SHARING 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
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MARY M. LEE, P.C. SAVINGS AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MARY M. LEE, P.C. SAVINGS AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MARY M. LEE, P.C. SAVINGS AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MARY M. LEE, P.C. SAVINGS AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MARY M. LEE, P.C. SAVINGS AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012
Number of participants with account balances2010-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MARY M. LEE, P.C. SAVINGS AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011
Number of participants with account balances2009-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MARY M. LEE, P.C. SAVINGS AND PROFIT SHARING PLAN

Measure Date Value
2017 : MARY M. LEE, P.C. SAVINGS AND PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$54,699
Expenses. Total of all expenses incurred2017-12-31$42,204
Total plan assets at end of year2017-12-31$205,407
Total plan assets at beginning of year2017-12-31$192,912
Value of fidelity bond covering the plan2017-12-31$50,000
Total contributions received or receivable from participants2017-12-31$28,008
Expenses. Other expenses not covered elsewhere2017-12-31$42,204
Other income received2017-12-31$23,238
Net income (gross income less expenses)2017-12-31$12,495
Net plan assets at end of year (total assets less liabilities)2017-12-31$205,407
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$192,912
Total contributions received or receivable from employer(s)2017-12-31$3,453
2016 : MARY M. LEE, P.C. SAVINGS AND PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$37,646
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$192,912
Total plan assets at beginning of year2016-12-31$155,266
Value of fidelity bond covering the plan2016-12-31$15,000
Total contributions received or receivable from participants2016-12-31$26,424
Other income received2016-12-31$4,107
Net income (gross income less expenses)2016-12-31$37,646
Net plan assets at end of year (total assets less liabilities)2016-12-31$192,912
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$155,266
Total contributions received or receivable from employer(s)2016-12-31$7,115
2015 : MARY M. LEE, P.C. SAVINGS AND PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$12,877
Expenses. Total of all expenses incurred2015-12-31$413
Total plan assets at end of year2015-12-31$155,266
Total plan assets at beginning of year2015-12-31$142,802
Value of fidelity bond covering the plan2015-12-31$15,000
Total contributions received or receivable from participants2015-12-31$26,362
Other income received2015-12-31$-20,175
Net income (gross income less expenses)2015-12-31$12,464
Net plan assets at end of year (total assets less liabilities)2015-12-31$155,266
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$142,802
Total contributions received or receivable from employer(s)2015-12-31$6,690
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$413
2014 : MARY M. LEE, P.C. SAVINGS AND PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$-11,844
Expenses. Total of all expenses incurred2014-12-31$1,628
Total plan assets at end of year2014-12-31$142,802
Total plan assets at beginning of year2014-12-31$156,274
Value of fidelity bond covering the plan2014-12-31$15,000
Total contributions received or receivable from participants2014-12-31$25,259
Other income received2014-12-31$-43,435
Net income (gross income less expenses)2014-12-31$-13,472
Net plan assets at end of year (total assets less liabilities)2014-12-31$142,802
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$156,274
Total contributions received or receivable from employer(s)2014-12-31$6,332
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,628
2013 : MARY M. LEE, P.C. SAVINGS AND PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$56,214
Expenses. Total of all expenses incurred2013-12-31$319
Total plan assets at end of year2013-12-31$156,274
Total plan assets at beginning of year2013-12-31$100,379
Value of fidelity bond covering the plan2013-12-31$1,000
Other income received2013-12-31$27,176
Net income (gross income less expenses)2013-12-31$55,895
Net plan assets at end of year (total assets less liabilities)2013-12-31$156,274
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$100,379
Total contributions received or receivable from employer(s)2013-12-31$29,038
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$319
2012 : MARY M. LEE, P.C. SAVINGS AND PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$31,258
Expenses. Total of all expenses incurred2012-12-31$4,355
Benefits paid (including direct rollovers)2012-12-31$4,014
Total plan assets at end of year2012-12-31$100,379
Total plan assets at beginning of year2012-12-31$73,476
Value of fidelity bond covering the plan2012-12-31$1,000
Other income received2012-12-31$7,989
Net income (gross income less expenses)2012-12-31$26,903
Net plan assets at end of year (total assets less liabilities)2012-12-31$100,379
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$73,476
Total contributions received or receivable from employer(s)2012-12-31$23,269
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$341
2011 : MARY M. LEE, P.C. SAVINGS AND PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$16,269
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$73,476
Total plan assets at beginning of year2011-12-31$57,207
Value of fidelity bond covering the plan2011-12-31$1,000
Total contributions received or receivable from participants2011-12-31$11,909
Other income received2011-12-31$-1,347
Net income (gross income less expenses)2011-12-31$16,269
Net plan assets at end of year (total assets less liabilities)2011-12-31$73,476
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$57,207
Total contributions received or receivable from employer(s)2011-12-31$5,707
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : MARY M. LEE, P.C. SAVINGS AND PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$23,837
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$57,207
Total plan assets at beginning of year2010-12-31$33,370
Value of fidelity bond covering the plan2010-12-31$1,000
Total contributions received or receivable from participants2010-12-31$13,013
Other income received2010-12-31$4,920
Net income (gross income less expenses)2010-12-31$23,837
Net plan assets at end of year (total assets less liabilities)2010-12-31$57,207
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$33,370
Total contributions received or receivable from employer(s)2010-12-31$5,904
2009 : MARY M. LEE, P.C. SAVINGS AND PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MARY M. LEE, P.C. SAVINGS AND PROFIT SHARING PLAN

2017: MARY M. LEE, P.C. SAVINGS AND PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MARY M. LEE, P.C. SAVINGS AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MARY M. LEE, P.C. SAVINGS AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MARY M. LEE, P.C. SAVINGS AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MARY M. LEE, P.C. SAVINGS AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MARY M. LEE, P.C. SAVINGS AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MARY M. LEE, P.C. SAVINGS AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MARY M. LEE, P.C. SAVINGS AND PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MARY M. LEE, P.C. SAVINGS AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA835145
Policy instance 1
Insurance contract or identification numberGA835145
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE0873327
Policy instance 2
Insurance contract or identification numberE0873327
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $107
Commission paid to Insurance BrokerUSD $107
Insurance broker organization code?3
Insurance broker nameCASSANDRA L. WILSON
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE0873327
Policy instance 1
Insurance contract or identification numberE0873327
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $54
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $54
Insurance broker organization code?3
Insurance broker nameCASSANDRA L. WILSON

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