Master-Lee Energy Services Corp. 401(K) Plan — Form 5500 plan (Master-Lee Energy Services Corp.)
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, Master-Lee Energy Services Corp. 401(K) Plan is a benefit plan reported by Master-Lee Energy Services Corp. under EIN 25-1539551 and plan number 001. The latest loaded filing year is 2023. The filing reports 329 participants and $31,685,410 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Master-Lee Energy Services Corp.
- EIN
- 25-1539551
- Plan number
- 001
- Plan type
- 2
- Location
- Latrobe, PA
- Latest filing year
- 2023
- Participants
- 329
- End-of-year plan assets
- $31,685,410
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 329 | H, C | 20240916092910NAL0000606227001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,685,410
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,685,410
- Net assets (BOY)
- $27,564,290
Income & contributions
- Employer contributions
- $292,233
- Participant contributions
- $1,381,225
- Total contributions
- $1,799,413
- Total income / additions
- $8,173,423
Expenses & distributions
- Benefits paid
- $4,026,529
- Administrative expenses
- $0
- Total expenses
- $4,052,303
- Net increase / (decrease)
- $4,121,120
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Capital Financial Advisor | INVESTMENT ADVISOR | $41,605 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$39,813 | $0 | 2023 |