Lee Masonry Products, Inc. 401(K) Plan — Form 5500 plan (Lee Masonry Products, 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 Masonry Products, Inc. 401(K) Plan is a benefit plan reported by Lee Masonry Products, Inc. under EIN 61-0901825 and plan number 001. The latest loaded filing year is 2023. The filing reports 394 participants and $14,628,761 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lee Masonry Products, Inc.
- EIN
- 61-0901825
- Plan number
- 001
- Plan type
- 2
- Location
- Hopkinsville, KY
- Latest filing year
- 2023
- Participants
- 394
- End-of-year plan assets
- $14,628,761
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 394 | H, C | 20250102133500NAL0001258419001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,628,761
- Net assets (EOY)
- $14,628,761
- Net assets (BOY)
- $13,176,225
Income & contributions
- Participant contributions
- $779,112
- Total contributions
- $781,493
- Total income / additions
- $2,779,987
Expenses & distributions
- Benefits paid
- $1,326,585
- Administrative expenses
- $866
- Total expenses
- $1,327,451
- Net increase / (decrease)
- $1,452,536
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Financial Services | NONE | $46,547 | not reported in the loaded dataset | 2023 |
| Forvis Wealth Advisors | NONE | $11,629 | not reported in the loaded dataset | 2023 |
| Kraft Cpas, Pllc | NONE | $6,450 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Srvcs | NONE | $550 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lee Masonry Products, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Hopkinsville, KY
- Raymond James Financial Services — Schedule C compensation
- Forvis Wealth Advisors — Schedule C compensation
- Kraft Cpas, Pllc — Schedule C compensation
- Capital Group Retirement Srvcs — Schedule C compensation