Lee Construction 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, Lee Construction Group Inc. (EIN 54-1844649) is a plan sponsor located in Charlottesville, VA with 1 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
54-1844649
Location
Charlottesville, VA
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.1MSummed across loaded plans$3,125,410
Total reported assets$3.1M$3,125,410
Total reported participants349
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.1M total assets
Net assets$3.1MLiabilities$0
Contributions & income
Employer contributions$23.4K
Participant contributions$233.9K
Total income / additions$746.5K
Expenses & distributions
Benefits paid / distributions$388.7K
Total expenses$411.1K
Net increase / (decrease)$335.4K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Lee Construction Group 401(K) Retirement Plan
Participants per plan175Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 235 participants · 2023
  2. 2
    Lee Construction Group Inc. Employee Benefits Plannot reported in the loaded dataset
    Plan #501 · 114 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Lee Construction Group Inc.
YearPlanParticipantsSchedulesFiling
2023Lee Construction Group 401(K) Retirement Plan235H, C20241010065444NAL0019731505001
2023Lee Construction Group Inc. Employee Benefits Plan11420250327120515NAL0009334675001

Related Form 5500 pages