Plan5500

Lee Michaels Jewelers, L.L.C. — 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 Michaels Jewelers, L.L.C. (EIN 72-0838942) is a plan sponsor located in Baton Rouge, LA 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
72-0838942
Location
Baton Rouge, LA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Lee Michaels Jewelers, L.L.C.

  • 2 loaded plans hold $10.3M in reported assets.
  • The largest, Lee Michaels Jewelers 401k Profit Sharing Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 341 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.3MSummed across loaded plans$10,308,196
Total reported assets$10.3M$10,308,196
Total reported participants341
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.3M total assets
Net assets$10.3MLiabilities$0
Contributions & income
Employer contributions$120K
Participant contributions$613.7K
Total income / additions$2.3M
Expenses & distributions
Benefits paid / distributions$149.7K
Total expenses$150.5K
Net increase / (decrease)$2.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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 Michaels Jewelers 401k Profit Sharing Plan And Trust
Participants per plan171Average 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
    Lee Michaels Jewelers 401k Profit Sharing Plan And Trust$10.3M
    Plan #001 · 159 participants · 2023
  2. 2
    Lee Michael'S Jewelers, L.L.C. Welfare Benefits Wrap Plannot reported in the loaded dataset
    Plan #501 · 182 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Lee Michaels Jewelers, L.L.C.. Open one for its full reported snapshot.

  1. 2023
    Lee Michaels Jewelers 401k Profit Sharing Plan And Trust159 participants · 2Sch H
    View filing →
  2. 2023
    Lee Michael'S Jewelers, L.L.C. Welfare Benefits Wrap Plan182 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Lee Michaels Jewelers, L.L.C. report on Form 5500?
Lee Michaels Jewelers, L.L.C. (EIN 72-0838942) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Lee Michaels Jewelers, L.L.C.?
The Employer Identification Number (EIN) reported for Lee Michaels Jewelers, L.L.C. is 72-0838942.
What is the latest Form 5500 filing year for Lee Michaels Jewelers, L.L.C.?
The latest loaded Form 5500 filing year for Lee Michaels Jewelers, L.L.C. is 2023.

Related Form 5500 pages