Plan5500

Cambridge-Lee Industries, Inc. Employees Retirement Plan — Form 5500 plan (Cambridge-Lee Industries, Inc.)

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, Cambridge-Lee Industries, Inc. Employees Retirement Plan is a benefit plan reported by Cambridge-Lee Industries, Inc. under EIN 22-1637259 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $7,523,997 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.5MPlan net assets, end of year$7,523,997
Participants160Covered participants reported
Assets / participant$47KComputed: assets ÷ participants$47,025 (computed)
Provider compensation$94.1K2 Schedule C provider row(s)$94,066
Plan sponsor
Cambridge-Lee Industries, Inc.
EIN
22-1637259
Plan number
001
Plan type
2
Location
Reading, PA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    160 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7.5M total assets
Net assets$7.5MLiabilities—
Money in vs. money out
Total income / additions$588.9K
Total expenses$651.8K
Benefits paid / distributions$564.9K
Full reported line items

Net assets

Total assets (EOY)
$7,523,997
Net assets (EOY)
$7,523,997
Net assets (BOY)
$7,586,956

Income & contributions

Total income / additions
$588,876

Expenses & distributions

Benefits paid
$564,868
Administrative expenses
$86,967
Total expenses
$651,835
Net increase / (decrease)
-$62,959
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income96%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Bank Of America Merrill Lynch$81.3K
    NONE · Direct $81.3K · Indirect $0
  2. 2
    Futureplan By Ascensus$12.7K
    NONE · Direct $12.7K

What to inspect next

Frequently asked questions

Who sponsors the Cambridge-Lee Industries, Inc. Employees Retirement Plan?
Cambridge-Lee Industries, Inc. Employees Retirement Plan is reported as sponsored by Cambridge-Lee Industries, Inc. (EIN 22-1637259, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Cambridge-Lee Industries, Inc. Employees Retirement Plan?
The latest Form 5500 filing year loaded for Cambridge-Lee Industries, Inc. Employees Retirement Plan is 2023.
How many participants does Cambridge-Lee Industries, Inc. Employees Retirement Plan report?
Cambridge-Lee Industries, Inc. Employees Retirement Plan reports 160 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Cambridge-Lee Industries, Inc. Employees Retirement Plan?
Cambridge-Lee Industries, Inc. Employees Retirement Plan reports $7,523,997 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages