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, Lees-Mcrae College 403(B) Retirement Plan is a benefit plan reported by Lees-Mcrae College, Inc. under EIN 56-0529953 and plan number 001. The latest loaded filing year is 2023. The filing reports 286 participants and $14,714,806 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,714,806
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,714,806
- Net assets (BOY)
- $13,953,644
Income & contributions
- Employer contributions
- $231,944
- Participant contributions
- $268,121
- Total contributions
- $678,806
- Total income / additions
- $2,400,978
Expenses & distributions
- Benefits paid
- $1,639,691
- Administrative expenses
- $125
- Total expenses
- $1,639,816
- Net increase / (decrease)
- $761,162