Robert Lee and Associates, LLP

San Jose, CA

Missouri

Registered In

05/04/2021

Incorp. Date

Foreign

Registration Type

California

Foreign Jurisdiction

Company Summary

Robert Lee and Associates, LLP in San Jose, CA was registered on 05/04/2021. It is listed at 999 W Taylor ST STE A, San Jose, Ca 95126.

Registered Agents Inc. Registered Agent

5932 NW 91ST TER, KANSAS CITY, MO 64154

999 W TAYLOR ST STE A, SAN JOSE, CA 95126 View Map

Form 5500

999 W Taylor Street STE A, San Jose, Ca 95126 (408) 855-6770 EIN:27-1155496 Plan Admin:Robert Lee

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameROBERT LEE & ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY81 / 86 Assets BOY/EOY$2,482,194 / $3,676,515	2023	ROBERT LEE & ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	81 / 86	$2,482,194 / $3,676,515
2022	Plan NameROBERT LEE & ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY64 / 81 Assets BOY/EOY$2,323,774 / $2,482,194	2022	ROBERT LEE & ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	64 / 81	$2,323,774 / $2,482,194
2021	Plan NameROBERT LEE & ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY55 / 64 Assets BOY/EOY$1,592,056 / $2,323,774	2021	ROBERT LEE & ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	55 / 64	$1,592,056 / $2,323,774
2020	Plan NameROBERT LEE & ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY44 / 54 Assets BOY/EOY$1,322,828 / $1,592,056	2020	ROBERT LEE & ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	44 / 54	$1,322,828 / $1,592,056
2019	Plan NameROBERT LEE & ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY37 / 44 Assets BOY/EOY$1,076,744 / $1,322,828	2019	ROBERT LEE & ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	37 / 44	$1,076,744 / $1,322,828

Benefit & Retirement Plans based on Form 5500.

PPP Loans

999 W Taylor St Suite A, SAN JOSE, CA 95126-1850 Industry:Offices of Certified Public Accountants

Loan Date	Approved	Forgiven	Lender	Jobs
04/11/2020	Approved$549,200 Forgiven$553,248 LenderFirst-Citizens Bank & Trust Company Jobs38	04/11/2020	$549,200	$553,248	First-Citizens Bank & Trust Company	38

PPP Loans based on Paycheck Protection Program.

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The following government agencies have contributed data:

Missouri Secretary of State U.S. Department of Labor U.S. Small Business Administration

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