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| Company Name: | DAVID M. LEE, PC |
| Employer identification number (EIN): | 760305853 |
| NAIC Classification: | 541211 |
| NAIC Description: | Offices of Certified Public Accountants |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2024-09-30 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2008-01-01 | |||||
| Date last seen: 2024-08-31 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | DAVID M. LEE, PC 401(K) PROFIT SHARING PLAN | 2018-01-01 | 2018-01-01 |
| 002 | DAVID M. LEE, PC CASH BALANCE PLAN | 2018-01-01 | 2018-01-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2023-01-30 | Employer Contributions | $ 20,000 |
| 2023-01-30 | Employee Contributions | $ 20,000 |
| 2022-11-16 | Employer Contributions | $ 20,000 |
| 2022-11-16 | Employee Contributions | $ 20,000 |
| 2022-10-18 | Employer Contributions | $ 35,000 |
| 2022-10-18 | Employee Contributions | $ 35,000 |
| 2022-08-16 | Employer Contributions | $ 20,000 |
| 2022-08-16 | Employee Contributions | $ 20,000 |
| 2022-06-27 | Employer Contributions | $ 40,000 |
| 2022-06-27 | Employee Contributions | $ 40,000 |
| 2022-05-20 | Employer Contributions | $ 20,000 |
| 2022-05-20 | Employee Contributions | $ 20,000 |
| 2022-05-05 | Employer Contributions | $ 50,000 |
| 2022-05-05 | Employee Contributions | $ 50,000 |
| 2021-12-23 | Employer Contributions | $ 40,000 |
| 2021-12-23 | Employee Contributions | $ 40,000 |
| 2021-11-21 | Employer Contributions | $ 30,000 |
| 2021-11-21 | Employee Contributions | $ 30,000 |
| 2021-11-01 | Employer Contributions | $ 30,000 |
| 2021-11-01 | Employee Contributions | $ 30,000 |
| 2021-08-16 | Employer Contributions | $ 40,000 |
| 2021-08-16 | Employee Contributions | $ 40,000 |
| 2021-07-21 | Employer Contributions | $ 40,000 |
| 2021-07-21 | Employee Contributions | $ 40,000 |
| 2021-06-16 | Employer Contributions | $ 30,000 |
| 2021-06-16 | Employee Contributions | $ 30,000 |
| 2021-05-17 | Employer Contributions | $ 50,000 |
| 2021-05-17 | Employee Contributions | $ 50,000 |
| 2021-04-19 | Employer Contributions | $ 20,000 |
| 2021-04-19 | Employee Contributions | $ 20,000 |
| 2020-04-20 | Employer Contributions | $ 30,000 |
| 2020-04-20 | Employee Contributions | $ 30,000 |
| 2019-12-16 | Employer Contributions | $ 20,000 |
| 2019-12-16 | Employee Contributions | $ 20,000 |
| 2019-09-17 | Employer Contributions | $ 30,000 |
| 2019-09-17 | Employee Contributions | $ 30,000 |
| 2019-08-08 | Employer Contributions | $ 30,000 |
| 2019-08-08 | Employee Contributions | $ 30,000 |
| 2019-07-08 | Employer Contributions | $ 20,000 |
| 2019-07-08 | Employee Contributions | $ 20,000 |
| 2019-06-07 | Employer Contributions | $ 30,000 |
| 2019-06-07 | Employee Contributions | $ 30,000 |
| 2019-05-06 | Employer Contributions | $ 40,000 |
| 2019-05-06 | Employee Contributions | $ 40,000 |
| 2019-04-11 | Employer Contributions | $ 50,000 |
| 2019-04-11 | Employee Contributions | $ 50,000 |
| 2019-02-13 | Employer Contributions | $ 20,729 |
| 2019-02-13 | Employee Contributions | $ 20,729 |
| 2018-12-13 | Employer Contributions | $ 20,000 |
| 2018-12-13 | Employee Contributions | $ 20,000 |
| 2018-11-06 | Employer Contributions | $ 30,000 |
| 2018-11-06 | Employee Contributions | $ 30,000 |
| 2018-10-04 | Employer Contributions | $ 20,000 |
| 2018-10-04 | Employee Contributions | $ 20,000 |
| 2018-09-07 | Employer Contributions | $ 30,000 |
| 2018-09-07 | Employee Contributions | $ 30,000 |
| 2018-08-03 | Employer Contributions | $ 30,000 |
| 2018-08-03 | Employee Contributions | $ 30,000 |
| 2018-07-17 | Employer Contributions | $ 20,000 |
| 2018-07-17 | Employee Contributions | $ 20,000 |
| 2018-06-14 | Employer Contributions | $ 80,000 |
| 2018-06-14 | Employee Contributions | $ 80,000 |
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