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, Alex Lee, Inc. And Affiliates Retirement Savings Plan is a benefit plan reported by Alex Lee, Inc. under EIN 56-1780605 and plan number 003. The latest loaded filing year is 2023. The filing reports 12,407 participants and $294,746,762 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $294,746,762
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $294,746,762
- Net assets (BOY)
- $256,032,009
Income & contributions
- Employer contributions
- $2,487,823
- Participant contributions
- $24,445,879
- Total contributions
- $27,619,896
- Total income / additions
- $62,094,545
Expenses & distributions
- Benefits paid
- $22,401,659
- Administrative expenses
- $811,994
- Total expenses
- $23,379,792
- Net increase / (decrease)
- $38,714,753