The Lester Group, Inc Employee Stock Ownership Plan — Form 5500 plan (The Lester Group, 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, The Lester Group, Inc Employee Stock Ownership Plan is a benefit plan reported by The Lester Group, Inc. under EIN 54-0281310 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $2,845,153 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Lester Group, Inc.
EIN
54-0281310
Plan number
001
Plan type
2
Location
Martinsville, VA
Latest filing year
2023
Participants
183
End-of-year plan assets
$2,845,153

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023183H20241015120746NAL0029542769001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,845,153
Total liabilities (EOY)
$6,302
Net assets (EOY)
$2,838,851
Net assets (BOY)
$2,692,528

Income & contributions

Employer contributions
$201,395
Total contributions
$201,395
Total income / additions
$577,458

Expenses & distributions

Benefits paid
$431,085
Administrative expenses
$50
Total expenses
$431,135
Net increase / (decrease)
$146,323

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages