2023 Form 5500 filing — John B Lee Md Inc Solo 401k
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240510131200NAL0041589585001) for John B Lee Md Inc Solo 401k, reported by John B Lee Md Inc under EIN 26-2956235 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240510131200NAL0041589585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- John B Lee Md Inc
- EIN
- 26-2956235
- Plan number
- 001
- Location
- Ladera Ranch, CA
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,212,157
- Net assets (EOY)
- $1,212,157
- Employer contributions
- $15,000
- Participant contributions
- $22,500
- Total income / additions
- $252,023
- Net increase / (decrease)
- $252,023
- Schedule source
- Schedule I