2023 Form 5500 filing — Katherine Bao-Shian Lee, M.D. Apc 401(K) Plan
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 20240521084351NAL0004866194002) for Katherine Bao-Shian Lee, M.D. Apc 401(K) Plan, reported by Katherine Bao-Shian Lee, M.D., A Professional Corporation under EIN 46-0872070 and plan number 001. It reports 10 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240521084351NAL0004866194002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Katherine Bao-Shian Lee, M.D., A Professional Corporation
- EIN
- 46-0872070
- Plan number
- 001
- Location
- Laguna Hills, CA
- Participants
- 10
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $457,778
- Net assets (EOY)
- $457,778
- Employer contributions
- $37,279
- Participant contributions
- $53,401
- Total income / additions
- $144,512
- Administrative expenses
- $3,358
- Total expenses
- $3,394
- Net increase / (decrease)
- $141,118
- Schedule source
- Schedule I