2023 Form 5500 filing — Lee Container, LLC 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 20250428115530NAL0008025811001) for Lee Container, LLC Retirement Savings Plan, reported by Lee Container, LLC under EIN 58-1855931 and plan number 001. It reports 410 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250428115530NAL0008025811001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lee Container, LLC
- EIN
- 58-1855931
- Plan number
- 001
- Location
- Homerville, GA
- Participants
- 410
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,863,389
- Total liabilities (EOY)
- $13,863,389
- Net assets (EOY)
- $0
- Employer contributions
- $574,822
- Participant contributions
- $738,421
- Total income / additions
- $3,476,139
- Benefits paid
- $4,274,688
- Administrative expenses
- $74,837
- Total expenses
- $4,349,525
- Net increase / (decrease)
- -$873,386
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Highland Consulting Associates | RIA | $20,250 | not reported in the loaded dataset |
| Wiregrass Asset Management | RIA | $9,565 | not reported in the loaded dataset |
| John Hancock Usa | RECORDKEEPER | $4,125 | $0 |