Essex Obg Profit Share — Form 5500 plan (Jane S Lee)
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, Essex Obg Profit Share is a benefit plan reported by Jane S Lee under EIN 22-3451255 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $1,684,202 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jane S Lee
- EIN
- 22-3451255
- Plan number
- 001
- Plan type
- 2
- Location
- Arroyo Grande, CA
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $1,684,202
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240603153959NAL0039119170001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,684,202
- Net assets (EOY)
- $1,684,202
- Net assets (BOY)
- $1,402,701
Income & contributions
- Total income / additions
- $281,611
Expenses & distributions
- Administrative expenses
- $110
- Total expenses
- $110
- Net increase / (decrease)
- $281,501
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.