2023 Form 5500 filing — Lee Contracting, Inc. 401(K) Profit Sharing 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 20241014093530NAL0025834433001) for Lee Contracting, Inc. 401(K) Profit Sharing Plan, reported by Lee Contracting, Inc. under EIN 38-3243830 and plan number 002. It reports 635 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014093530NAL0025834433001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lee Contracting, Inc.
- EIN
- 38-3243830
- Plan number
- 002
- Location
- Pontiac, MI
- Participants
- 635
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,625,242
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,625,242
- Participant contributions
- $3,360,297
- Total income / additions
- $6,837,446
- Benefits paid
- $868,928
- Administrative expenses
- $25,733
- Total expenses
- $894,661
- Net increase / (decrease)
- $5,942,785
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $25,733 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |