2023 Form 5500 filing — Lee Hill Investments LLC 401(K) 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 20241010143209NAL0020341169001) for Lee Hill Investments LLC 401(K) Plan, reported by Lee Hill Investments LLC under EIN 68-0608039 and plan number 001. It reports 237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010143209NAL0020341169001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lee Hill Investments LLC
- EIN
- 68-0608039
- Plan number
- 001
- Location
- Chandler, AZ
- Participants
- 237
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,310,229
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,310,229
- Employer contributions
- $153,906
- Participant contributions
- $357,148
- Total income / additions
- $717,852
- Benefits paid
- $35,746
- Administrative expenses
- $7,990
- Total expenses
- $43,736
- Net increase / (decrease)
- $674,116
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan | RECORDKEEPER | $4,335 | $0 |
| Rudd & Company, Pllc | CONTRACT ADMINISTRATOR | $3,655 | $0 |