2023 Form 5500 filing — Jack Lehr Electric,Inc. Employee Stock Ownership Plan

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 20240719091933NAL0003796611001) for Jack Lehr Electric,Inc. Employee Stock Ownership Plan, reported by Jack Lehr Electric, Inc. under EIN 23-2086784 and plan number 002. It reports 53 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)-$806KReported net assets-$805,965
Participants53
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240719091933NAL0003796611001
Plan sponsor
Jack Lehr Electric, Inc.
EIN
23-2086784
Plan number
002
Location
Allentown, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.6M total assets
Net assets-$806KLiabilities$3.4M
Money in vs. money out
Total income / additions$1.7M
Total expenses$75.8K
Benefits paid / distributions$1.7K
Contributions
Employer$242.3K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$2,604,960
Total liabilities (EOY)
$3,410,925
Net assets (EOY)
-$805,965
Employer contributions
$242,306
Total income / additions
$1,666,466
Benefits paid
$1,742
Total expenses
$75,785
Net increase / (decrease)
$1,590,681

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240719091933NAL0003796611001 cover?
It is the 2023 Form 5500 filing for Jack Lehr Electric,Inc. Employee Stock Ownership Plan, reported by Jack Lehr Electric, Inc. (EIN 23-2086784).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages