Lillian K Lee Md INC 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Lillian K Lee Md INC
  • Sponsor EIN: 822562485
  • Sponsor Address: 4 BELL PASTURE RD, LADERA RANCH, CA, 92694
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $724,918

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20231$724,918$9,000$22,500
20221$567,256$9,000$20,500

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