2023 Form 5500 filing — Lee, Livingston, Lee, Nichols & Barron P.C. Psp

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 20241015144126NAL0014866307004) for Lee, Livingston, Lee, Nichols & Barron P.C. Psp, reported by Lee, Livingston, Lee, Nichols & Barron, P.C. under EIN 63-1263691 and plan number 002. It reports 11 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20241015144126NAL0014866307004
Filing year
2023
Form type
2
Plan sponsor
Lee, Livingston, Lee, Nichols & Barron, P.C.
EIN
63-1263691
Plan number
002
Location
Dothan, AL
Participants
11
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$3,444,994
Net assets (EOY)
$3,444,994
Employer contributions
$145,603
Total income / additions
$371,618
Benefits paid
$193,221
Administrative expenses
$6,761
Total expenses
$199,982
Net increase / (decrease)
$171,636
Schedule source
Schedule I

Related Form 5500 pages