Lee Medical Corporation 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Lee Medical Corporation
  • Sponsor EIN: 301328174
  • Sponsor Address: 334 S. PATTERSON AVE., STE. 209, SANTA BARBARA, CA, 931112400
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $350,257

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$350,257$76,996$0
20233$73,293$73,293$0

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