Plan5500

Don W. Lee M.D., A Medical Corporation Etal 401(K) Profit Sharing Plan — Form 5500 plan (Don W. Lee, M.D., A Medical Corporation Etal)

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, Don W. Lee M.D., A Medical Corporation Etal 401(K) Profit Sharing Plan is a benefit plan reported by Don W. Lee, M.D., A Medical Corporation Etal under EIN 95-3674502 and plan number 002. The latest loaded filing year is 2023. The filing reports 12 participants and $913,005 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$913KPlan net assets, end of year$913,005
Participants12Covered participants reported
Assets / participant$76.1KComputed: assets ÷ participants$76,084 (computed)
Provider compensationNone reported
Plan sponsor
Don W. Lee, M.D., A Medical Corporation Etal
EIN
95-3674502
Plan number
002
Plan type
2
Location
Pasadena, CA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    12 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$913K total assets
Net assets$913KLiabilities$0
Money in vs. money out
Total income / additions$174.7K
Total expenses$204K
Benefits paid / distributions$203.8K
Contributions
Employer$10.9K
Participant$54.9K
Full reported line items

Net assets

Total assets (EOY)
$913,005
Total liabilities (EOY)
$0
Net assets (EOY)
$913,005
Net assets (BOY)
$942,355

Income & contributions

Employer contributions
$10,880
Participant contributions
$54,917
Total income / additions
$174,658

Expenses & distributions

Benefits paid
$203,814
Administrative expenses
$194
Total expenses
$204,008
Net increase / (decrease)
-$29,350
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 17%Participant 83%
Total expenses ÷ net assets22%Computed ratio
Benefits paid ÷ total income117%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Don W. Lee M.D., A Medical Corporation Etal 401(K) Profit Sharing Plan?
Don W. Lee M.D., A Medical Corporation Etal 401(K) Profit Sharing Plan is reported as sponsored by Don W. Lee, M.D., A Medical Corporation Etal (EIN 95-3674502, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Don W. Lee M.D., A Medical Corporation Etal 401(K) Profit Sharing Plan?
The latest Form 5500 filing year loaded for Don W. Lee M.D., A Medical Corporation Etal 401(K) Profit Sharing Plan is 2023.
How many participants does Don W. Lee M.D., A Medical Corporation Etal 401(K) Profit Sharing Plan report?
Don W. Lee M.D., A Medical Corporation Etal 401(K) Profit Sharing Plan reports 12 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Don W. Lee M.D., A Medical Corporation Etal 401(K) Profit Sharing Plan?
Don W. Lee M.D., A Medical Corporation Etal 401(K) Profit Sharing Plan reports $913,005 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages