John B Lee Md Inc Solo 401k — Form 5500 plan (John B Lee Md Inc)
Plain-English plan 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, John B Lee Md Inc Solo 401k is a benefit plan reported by John B Lee Md Inc under EIN 26-2956235 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $1,212,157 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- John B Lee Md Inc
- EIN
- 26-2956235
- Plan number
- 001
- Plan type
- 2
- Location
- Ladera Ranch, CA
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $1,212,157
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240510131200NAL0041589585001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,212,157
- Net assets (EOY)
- $1,212,157
- Net assets (BOY)
- $960,134
Income & contributions
- Employer contributions
- $15,000
- Participant contributions
- $22,500
- Total income / additions
- $252,023
Expenses & distributions
- Net increase / (decrease)
- $252,023
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.