Lee Construction Group 401(K) Retirement Plan — Form 5500 plan (Lee Construction 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, Lee Construction Group 401(K) Retirement Plan is a benefit plan reported by Lee Construction Group, Inc. under EIN 54-1844649 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $3,125,410 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lee Construction Group, Inc.
- EIN
- 54-1844649
- Plan number
- 001
- Plan type
- 2
- Location
- Charlottesville, VA
- Latest filing year
- 2023
- Participants
- 235
- End-of-year plan assets
- $3,125,410
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 235 | H, C | 20241010065444NAL0019731505001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,125,410
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,125,410
- Net assets (BOY)
- $2,790,021
Income & contributions
- Employer contributions
- $23,388
- Participant contributions
- $233,881
- Total contributions
- $338,749
- Total income / additions
- $746,461
Expenses & distributions
- Benefits paid
- $388,725
- Administrative expenses
- $22,347
- Total expenses
- $411,072
- Net increase / (decrease)
- $335,389
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $16,793 | $0 | 2023 |
| Creative Retirement Systems, Inc | CONTRACT ADMINISTRATOR | $5,462 | not reported in the loaded dataset | 2023 |
| Northwestern Mutual Investment Svcs | INVESTMENT ADVISOR | $0 | $5,242 | 2023 |
| Envest Retirement Solutions, LLC | OTHER | $361 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $255 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lee Construction Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Charlottesville, VA
- Empower Annuity Insurance Company — Schedule C compensation
- Creative Retirement Systems, Inc — Schedule C compensation
- Northwestern Mutual Investment Svcs — Schedule C compensation
- Envest Retirement Solutions, LLC — Schedule C compensation
- Empower Advisory Group — Schedule C compensation