Lee Management Company 401(K) Profit Sharing — Form 5500 plan (Lee Management Company)
Plain-English plan 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, Lee Management Company 401(K) Profit Sharing is a benefit plan reported by Lee Management Company under EIN 01-0341998 and plan number 001. The latest loaded filing year is 2023. The filing reports 476 participants and $29,984,674 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lee Management Company
- EIN
- 01-0341998
- Plan number
- 001
- Plan type
- 2
- Location
- Auburn, ME
- Latest filing year
- 2023
- Participants
- 476
- End-of-year plan assets
- $29,984,674
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 476 | H, C | 20240911130103NAL0004277523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,984,674
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,984,674
- Net assets (BOY)
- $27,390,276
Income & contributions
- Employer contributions
- $284,469
- Participant contributions
- $2,094,292
- Total contributions
- $2,436,154
- Total income / additions
- $6,712,766
Expenses & distributions
- Benefits paid
- $4,075,311
- Administrative expenses
- $43,057
- Total expenses
- $4,118,368
- Net increase / (decrease)
- $2,594,398
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $42,074 | $0 | 2023 |
| Sagepoint Financial Inc | NONE | $0 | $7,484 | 2023 |
| Osaic Wealth, Inc | NONE | $0 | $2,432 | 2023 |
| Empower Advisory Group, LLC | NONE | $758 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lee Management Company
- 2023 Form 5500 filing
- Form 5500 filings in ME
- 401(k) and benefit plan filings in Auburn, ME
- Empower Annuity Insurance Company O — Schedule C compensation
- Sagepoint Financial Inc — Schedule C compensation
- Osaic Wealth, Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation