Lexes Associates, Inc. Retirement Trust — Form 5500 plan (Lexes Associates, 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, Lexes Associates, Inc. Retirement Trust is a benefit plan reported by Lexes Associates, Inc. under EIN 59-3320844 and plan number 001. The latest loaded filing year is 2023. The filing reports 25 participants and $8,700,379 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lexes Associates, Inc.
- EIN
- 59-3320844
- Plan number
- 001
- Plan type
- 2
- Location
- St. Augustine, FL
- Latest filing year
- 2023
- Participants
- 25
- End-of-year plan assets
- $8,700,379
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 25 | I | 20240523084925NAL0002619491001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,700,379
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,700,379
- Net assets (BOY)
- $6,599,840
Income & contributions
- Employer contributions
- $94,048
- Participant contributions
- $264,752
- Total income / additions
- $2,212,004
Expenses & distributions
- Benefits paid
- $111,215
- Administrative expenses
- $250
- Total expenses
- $111,465
- Net increase / (decrease)
- $2,100,539
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.