Lee Lewis Construction 401(K) Plan — Form 5500 plan (Lee Lewis Construction, 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 Lewis Construction 401(K) Plan is a benefit plan reported by Lee Lewis Construction, Inc. under EIN 75-1680801 and plan number 001. The latest loaded filing year is 2023. The filing reports 244 participants and $13,789,477 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lee Lewis Construction, Inc.
EIN
75-1680801
Plan number
001
Plan type
2
Location
Lubbock, TX
Latest filing year
2023
Participants
244
End-of-year plan assets
$13,789,477

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023244H, C20241015113146NAL0029411761001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,789,477
Total liabilities (EOY)
$0
Net assets (EOY)
$13,789,477
Net assets (BOY)
$11,791,249

Income & contributions

Employer contributions
$401,459
Participant contributions
$735,134
Total contributions
$1,137,523
Total income / additions
$2,944,557

Expenses & distributions

Benefits paid
$946,179
Administrative expenses
$150
Total expenses
$946,329
Net increase / (decrease)
$1,998,228

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cambridge Investment ResearchADVISOR$0$24,5792023
Fidelity Investments InstitutionalRECORDKEEPER$150$02023

Related Form 5500 pages