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PEN H. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NamePEN H. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN
Plan identification number 002

PEN H. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

PEN H. LEE, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name:PEN H. LEE, M.D., INC.
Employer identification number (EIN):954830772
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEN H. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022013-01-01
0022012-01-01PEN H LEE2013-10-04 PEN H LEE2013-10-04
0022011-01-01PEN H LEE2012-09-13 PEN H LEE2012-09-13
0022010-01-01PEN H LEE2012-08-14 PEN H LEE2012-08-14
0022009-01-01PEN H LEE PEN H LEE2010-08-30

Plan Statistics for PEN H. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for PEN H. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2009: PEN H. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-019
Total participants2009-01-019

Form 5500 Responses for PEN H. LEE, M.D., INC. DEFINED BENEFIT PENSION PLAN

2009: PEN H. LEE, M.D., INC. DEFINED BENEFIT PENSION 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

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