2023 Form 5500 filing — Alex Lee, Inc. And Affiliates Pension 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 20250715152312NAL0001730739001) for Alex Lee, Inc. And Affiliates Pension Plan, reported by Alex Lee, Inc. under EIN 56-1780605 and plan number 001. It reports 7,396 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715152312NAL0001730739001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alex Lee, Inc.
- EIN
- 56-1780605
- Plan number
- 001
- Location
- Hickory, NC
- Participants
- 7,396
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $325,509,609
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $325,509,609
- Total income / additions
- $56,682,250
- Benefits paid
- $9,075,848
- Administrative expenses
- $1,863,101
- Total expenses
- $10,938,949
- Net increase / (decrease)
- $45,743,301
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $621,067 | not reported in the loaded dataset |
| Aon Investments Usa Inc. | NONE | $416,302 | not reported in the loaded dataset |
| Westbrook Realty Management Xi, L.P | NONE | $122,984 | not reported in the loaded dataset |
| Principal Custody Solutions | NONE | $75,484 | not reported in the loaded dataset |