2023 Form 5500 filing — Lcec 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 20240918115556NAL0006195248001) for Lcec 401(K) Plan, reported by Lee County Electric Cooperative, Inc. under EIN 59-0329555 and plan number 001. It reports 472 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$57.3MReported net assets$57,305,983
Participants472
Provider compensation$3.2K1 Schedule C row(s)$3,158
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240918115556NAL0006195248001
Plan sponsor
Lee County Electric Cooperative, Inc.
EIN
59-0329555
Plan number
001
Location
North Fort Myers, FL
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$57.3M total assets
Net assets$57.3MLiabilities$0
Money in vs. money out
Total income / additions$13.2M
Total expenses$4M
Benefits paid / distributions$4M
Contributions
Employer$2.2M
Participant$3.5M
Full reported line items
Total assets (EOY)
$57,305,983
Total liabilities (EOY)
$0
Net assets (EOY)
$57,305,983
Employer contributions
$2,224,593
Participant contributions
$3,471,080
Total income / additions
$13,154,781
Benefits paid
$4,024,427
Administrative expenses
$7,966
Total expenses
$4,032,393
Net increase / (decrease)
$9,122,388
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RETAINED BY CLIENT · Direct $3.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240918115556NAL0006195248001 cover?
It is the 2023 Form 5500 filing for Lcec 401(K) Plan, reported by Lee County Electric Cooperative, Inc. (EIN 59-0329555).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages