2023 Form 5500 filing — Alex Lee, Inc. And Affiliates Retirement Savings 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 20241014180914NAL0026914065001) for Alex Lee, Inc. And Affiliates Retirement Savings Plan, reported by Alex Lee, Inc. under EIN 56-1780605 and plan number 003. It reports 12,407 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014180914NAL0026914065001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alex Lee, Inc.
- EIN
- 56-1780605
- Plan number
- 003
- Location
- Hickory, NC
- Participants
- 12,407
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $294,746,762
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $294,746,762
- Employer contributions
- $2,487,823
- Participant contributions
- $24,445,879
- Total income / additions
- $62,094,545
- Benefits paid
- $22,401,659
- Administrative expenses
- $811,994
- Total expenses
- $23,379,792
- Net increase / (decrease)
- $38,714,753
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $644,361 | $0 |
| Aon | NONE | $167,633 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $1,386 | $0 |