Lee Contracting, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Lee Contracting, 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, Lee Contracting, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Lee Contracting, Inc. under EIN 38-3243830 and plan number 002. The latest loaded filing year is 2023. The filing reports 635 participants and $21,625,242 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lee Contracting, Inc.
EIN
38-3243830
Plan number
002
Plan type
2
Location
Pontiac, MI
Latest filing year
2023
Participants
635
End-of-year plan assets
$21,625,242

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023635H, C20241014093530NAL0025834433001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,625,242
Total liabilities (EOY)
$0
Net assets (EOY)
$21,625,242
Net assets (BOY)
$15,682,457

Income & contributions

Participant contributions
$3,360,297
Total contributions
$3,360,403
Total income / additions
$6,837,446

Expenses & distributions

Benefits paid
$868,928
Administrative expenses
$25,733
Total expenses
$894,661
Net increase / (decrease)
$5,942,785

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$25,733$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages