2023 Form 5500 filing — Lee Management Company 401(K) Profit Sharing
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 20240911130103NAL0004277523001) for Lee Management Company 401(K) Profit Sharing, reported by Lee Management Company under EIN 01-0341998 and plan number 001. It reports 476 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911130103NAL0004277523001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lee Management Company
- EIN
- 01-0341998
- Plan number
- 001
- Location
- Auburn, ME
- Participants
- 476
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,984,674
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,984,674
- Employer contributions
- $284,469
- Participant contributions
- $2,094,292
- Total income / additions
- $6,712,766
- Benefits paid
- $4,075,311
- Administrative expenses
- $43,057
- Total expenses
- $4,118,368
- Net increase / (decrease)
- $2,594,398
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $42,074 | $0 |
| Sagepoint Financial Inc | NONE | $0 | $7,484 |
| Osaic Wealth, Inc | NONE | $0 | $2,432 |
| Empower Advisory Group, LLC | NONE | $758 | not reported in the loaded dataset |