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, J. Lee Milligan, Inc. Employee Stock Ownership Plan is a benefit plan reported by J. Lee Milligan, Inc. under EIN 75-0971715 and plan number 002. The latest loaded filing year is 2023. The filing reports 538 participants and $61,400,936 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,400,936
- Total liabilities (EOY)
- $11,502,212
- Net assets (EOY)
- $49,898,724
- Net assets (BOY)
- $33,985,113
Income & contributions
- Employer contributions
- $1,469,593
- Total contributions
- $1,469,593
- Total income / additions
- $19,178,177
Expenses & distributions
- Benefits paid
- $3,207,047
- Administrative expenses
- $9,383
- Total expenses
- $3,264,566
- Net increase / (decrease)
- $15,913,611