2023 Form 5500 filing — Lee Construction Group 401(K) Retirement Plan
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 20241010065444NAL0019731505001) for Lee Construction Group 401(K) Retirement Plan, reported by Lee Construction Group, Inc. under EIN 54-1844649 and plan number 001. It reports 235 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010065444NAL0019731505001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lee Construction Group, Inc.
- EIN
- 54-1844649
- Plan number
- 001
- Location
- Charlottesville, VA
- Participants
- 235
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,125,410
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,125,410
- Employer contributions
- $23,388
- Participant contributions
- $233,881
- Total income / additions
- $746,461
- Benefits paid
- $388,725
- Administrative expenses
- $22,347
- Total expenses
- $411,072
- Net increase / (decrease)
- $335,389
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $16,793 | $0 |
| Creative Retirement Systems, Inc | CONTRACT ADMINISTRATOR | $5,462 | not reported in the loaded dataset |
| Northwestern Mutual Investment Svcs | INVESTMENT ADVISOR | $0 | $5,242 |
| Envest Retirement Solutions, LLC | OTHER | $361 | not reported in the loaded dataset |
| Empower Advisory Group | INVESTMENT MGMT | $255 | not reported in the loaded dataset |