Lillian K Lee Md Inc Solo 401k — Form 5500 plan (Lillian K 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, Lillian K Lee Md Inc Solo 401k is a benefit plan reported by Lillian K Lee Md Inc under EIN 82-2562485 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $724,918 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lillian K Lee Md Inc
- EIN
- 82-2562485
- Plan number
- 001
- Plan type
- 2
- Location
- Ladera Ranch, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240502180200NAL0019519027001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $724,918
- Net assets (EOY)
- $724,918
- Net assets (BOY)
- $567,256
Income & contributions
- Employer contributions
- $9,000
- Participant contributions
- $22,500
- Total income / additions
- $157,662
Expenses & distributions
- Net increase / (decrease)
- $157,662
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.