Katherine Bao-Shian Lee, M.D. Apc 401(K) Plan — Form 5500 plan (Katherine Bao-Shian Lee, M.D., A Professional Corporation)
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, Katherine Bao-Shian Lee, M.D. Apc 401(K) Plan is a benefit plan reported by Katherine Bao-Shian Lee, M.D., A Professional Corporation under EIN 46-0872070 and plan number 001. The latest loaded filing year is 2023. The filing reports 10 participants and $457,778 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Katherine Bao-Shian Lee, M.D., A Professional Corporation
- EIN
- 46-0872070
- Plan number
- 001
- Plan type
- 2
- Location
- Laguna Hills, CA
- Latest filing year
- 2023
- Participants
- 10
- End-of-year plan assets
- $457,778
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10 | I | 20240521084351NAL0004866194002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $457,778
- Net assets (EOY)
- $457,778
- Net assets (BOY)
- $316,660
Income & contributions
- Employer contributions
- $37,279
- Participant contributions
- $53,401
- Total income / additions
- $144,512
Expenses & distributions
- Administrative expenses
- $3,358
- Total expenses
- $3,394
- Net increase / (decrease)
- $141,118
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.