The Lester Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, The Lester Group, Inc. (EIN 54-0281310) is a plan sponsor located in Martinsville, VA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
54-0281310
Location
Martinsville, VA
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$7,658,460
Total reported liabilities (EOY)
$6,302
Total reported net assets (EOY)
$7,652,158

Contributions & income

Employer contributions
$201,395
Participant contributions
$653,236
Total income / additions
$2,069,276

Expenses & distributions

Benefits paid / distributions
$1,021,156
Total expenses
$1,047,741
Net increase / (decrease)
$1,021,535

Coverage

Total reported participants
644
Plans with financial statements
2
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

The Lester Group, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Lester Group 401(K) Plan002262$4,813,3072023
The Lester Group, Inc Employee Stock Ownership Plan001183$2,845,1532023
The Lester Group, Inc. Group Welfare Benefits Plan501199not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Lester Group, Inc.
YearPlanParticipantsSchedulesFiling
2023The Lester Group, Inc. Group Welfare Benefits Plan19920240729070916NAL0019082289001
2023The Lester Group 401(K) Plan262H, C20241009100027NAL0018131937001
2023The Lester Group, Inc Employee Stock Ownership Plan183H20241015120746NAL0029542769001

Related Form 5500 pages