Plan Snapshot
- Plan Sponsor: John B Lee Md INC
- Sponsor EIN: 262956235
- Sponsor Address: 4 BELL PASTURE RD, LADERA RANCH, CA, 92694
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 1 | $1.2M | $15,000 | $22,500 |
| 2022 | 1 | $960,134 | $15,000 | $20,500 |
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