# Katherine Bao-Shian Lee, M.D., A Professional Corporation 401(k) Plan
Source: https://planprovider.pro/companies/katherine-bao-shian-lee-m-d-a-professional-corporation-460872070-001

> Katherine Bao-Shian Lee, M.D., A Professional Corporation's 401(k) plan: 12 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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)

- **Plan Number:** 001

- **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|$0|$0|

| 2024|12|$633,974|$68,223|$52,500|

| 2023|11|$457,778|$37,279|$53,401|

| 2022|9|$316,660|$59,820|$48,045|

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