Lee Ip Law, P.C. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Lee Ip Law, P.C.
  • Sponsor EIN: 611403349
  • Sponsor Address: 3060 WILLIAMS DRIVE, SUITE 300 #12, FAIRFAX, VA, 22031
  • Plan Type: 401(k)
  • Plan Number: 002
  • Total Participants: 13
  • Total Assets: $3.2M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202513$3.2M$0$0
202410$2.7M$37,819$111,978
202311$4.1M$47,116$124,673
202210$3.3M$53,893$129,100

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