Self Employed Retirement Plan For Thomas Lease — Form 5500 plan (Thomas Lease)
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, Self Employed Retirement Plan For Thomas Lease is a benefit plan reported by Thomas Lease under EIN 61-0893370 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thomas Lease
- EIN
- 61-0893370
- Plan number
- 001
- Plan type
- 2
- Location
- Estero, FL
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240930160200NAL0010529200001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $655,582
Income & contributions
- Total income / additions
- $38,498
Expenses & distributions
- Benefits paid
- $691,229
- Total expenses
- $694,080
- Net increase / (decrease)
- -$655,582
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.