Lee & Hayes 401(K) Plan — Form 5500 plan (Lee & Hayes, P.C.)
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 & Hayes 401(K) Plan is a benefit plan reported by Lee & Hayes, P.C. under EIN 83-1253059 and plan number 002. The latest loaded filing year is 2023. The filing reports 194 participants and $23,047,681 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lee & Hayes, P.C.
- EIN
- 83-1253059
- Plan number
- 002
- Plan type
- 2
- Location
- Spokane, WA
- Latest filing year
- 2023
- Participants
- 194
- End-of-year plan assets
- $23,047,681
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 194 | H, C | 20241003150256NAL0005801331001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,047,681
- Total liabilities (EOY)
- $8,487
- Net assets (EOY)
- $23,039,194
- Net assets (BOY)
- $17,124,213
Income & contributions
- Employer contributions
- $923,739
- Participant contributions
- $1,791,167
- Total contributions
- $3,175,611
- Total income / additions
- $6,937,885
Expenses & distributions
- Benefits paid
- $930,220
- Administrative expenses
- $84,464
- Total expenses
- $1,022,904
- Net increase / (decrease)
- $5,914,981
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Richards Merrill & Peterson | INVESTMENT ADVISOR | $40,657 | not reported in the loaded dataset | 2023 |
| Empower | RECORDKEEPER | $15,146 | $0 | 2023 |
| Randall & Hurley | CONTRACT ADMIN | $3,375 | not reported in the loaded dataset | 2023 |
| Ricahrds Merrill & Peterson | OTHER | $19 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lee & Hayes, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Spokane, WA
- Richards Merrill & Peterson — Schedule C compensation
- Empower — Schedule C compensation
- Randall & Hurley — Schedule C compensation
- Ricahrds Merrill & Peterson — Schedule C compensation