Plan Snapshot
- Plan Sponsor: Katherine Bao-Shian Lee, M.D., A Professional Corporation
- Sponsor EIN: 460872070
- Sponsor Address: 24431 CALLE DE LA LOUISA, LAGUNA HILLS, CA, 92653
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $891,826
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 12 | $891,826 | $41,159 | $56,156 |
| 2024 | 12 | $633,974 | $68,223 | $52,500 |
| 2023 | 11 | $457,778 | $37,279 | $53,401 |
| 2022 | 9 | $316,660 | $59,820 | $48,045 |