Lea Elliott, Inc. Employee Stock Ownership Plan — Form 5500 plan (Lea Elliott, 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, Lea Elliott, Inc. Employee Stock Ownership Plan is a benefit plan reported by Lea Elliott, Inc. under EIN 75-2295172 and plan number 003. The latest loaded filing year is 2023. The filing reports 125 participants and $9,874,881 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lea Elliott, Inc.
- EIN
- 75-2295172
- Plan number
- 003
- Plan type
- 2
- Location
- Dulles, VA
- Latest filing year
- 2023
- Participants
- 125
- End-of-year plan assets
- $9,874,881
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H | 20241031173638NAL0002339313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,874,881
- Total liabilities (EOY)
- $86,355
- Net assets (EOY)
- $9,788,526
- Net assets (BOY)
- $10,428,449
Income & contributions
- Employer contributions
- $300,000
- Total contributions
- $300,000
- Total income / additions
- -$236,813
Expenses & distributions
- Benefits paid
- $402,867
- Administrative expenses
- $243
- Total expenses
- $403,110
- Net increase / (decrease)
- -$639,923
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.