2023 Form 5500 filing — Lexes Associates, Inc. Retirement Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240523084925NAL0002619491001) for Lexes Associates, Inc. Retirement Trust, reported by Lexes Associates, Inc. under EIN 59-3320844 and plan number 001. It reports 25 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240523084925NAL0002619491001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lexes Associates, Inc.
- EIN
- 59-3320844
- Plan number
- 001
- Location
- St. Augustine, FL
- Participants
- 25
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,700,379
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,700,379
- Employer contributions
- $94,048
- Participant contributions
- $264,752
- Total income / additions
- $2,212,004
- Benefits paid
- $111,215
- Administrative expenses
- $250
- Total expenses
- $111,465
- Net increase / (decrease)
- $2,100,539
- Schedule source
- Schedule I