Lee'S Marketplace, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Lee'S Marketplace)

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'S Marketplace, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Lee'S Marketplace under EIN 87-0372019 and plan number 001. The latest loaded filing year is 2023. The filing reports 673 participants and $9,261,669 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lee'S Marketplace
EIN
87-0372019
Plan number
001
Plan type
2
Location
Logan, UT
Latest filing year
2023
Participants
673
End-of-year plan assets
$9,261,669

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023673H, C20240830111704NAL0008328723001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,261,669
Total liabilities (EOY)
$0
Net assets (EOY)
$9,261,669
Net assets (BOY)
$7,442,956

Income & contributions

Employer contributions
$191,039
Participant contributions
$557,527
Total contributions
$801,049
Total income / additions
$2,164,707

Expenses & distributions

Benefits paid
$252,761
Administrative expenses
$54,727
Total expenses
$345,994
Net increase / (decrease)
$1,818,713

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Onedigital Investment Advisors LLCINVESTMENT ADVISOR$28,034not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$26,693$02023

Related Form 5500 pages