2023 Form 5500 filing — Lee & Mason Financial Services, Inc.
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240625124727NAL0015285378001) for Lee & Mason Financial Services, Inc., reported by Lee & Mason Financial Services Inc under EIN 14-1722170 and plan number 501. It reports 90 participants. Attached schedule details are not reported in the loaded dataset.
Filing snapshot
- EFAST2 acknowledgement
- 20240625124727NAL0015285378001
- Plan sponsor
- Lee & Mason Financial Services Inc
- EIN
- 14-1722170
- Plan number
- 501
- Location
- Northville, NY
- Received date
- not reported in the loaded dataset
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.