2023 Form 5500 filing — Master-Lee Energy Services Corp. 401(K) 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 20240916092910NAL0000606227001) for Master-Lee Energy Services Corp. 401(K) Plan, reported by Master-Lee Energy Services Corp. under EIN 25-1539551 and plan number 001. It reports 329 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916092910NAL0000606227001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Master-Lee Energy Services Corp.
- EIN
- 25-1539551
- Plan number
- 001
- Location
- Latrobe, PA
- Participants
- 329
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,685,410
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,685,410
- Employer contributions
- $292,233
- Participant contributions
- $1,381,225
- Total income / additions
- $8,173,423
- Benefits paid
- $4,026,529
- Administrative expenses
- $0
- Total expenses
- $4,052,303
- Net increase / (decrease)
- $4,121,120
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Capital Financial Advisor | INVESTMENT ADVISOR | $41,605 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$39,813 | $0 |