2023 Form 5500 filing — Lee County Electric Cooperative, Inc. Retirement 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 20241008085437NAL0028206656001) for Lee County Electric Cooperative, Inc. Retirement Plan, reported by Lee County Electric Cooperative, Inc. under EIN 59-0329555 and plan number 003. It reports 574 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$52MReported net assets$51,961,566
Participants574
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20241008085437NAL0028206656001
- Plan sponsor
- Lee County Electric Cooperative, Inc.
- EIN
- 59-0329555
- Plan number
- 003
- 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)$52M total assets
Net assets$52MLiabilities$0
Full reported line items
- Total assets (EOY)
- $51,961,566
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,961,566
- Employer contributions
- $3,311,699
- Total income / additions
- $9,227,455
- Benefits paid
- $2,825,940
- Administrative expenses
- $429,352
- Total expenses
- $3,255,292
- Net increase / (decrease)
- $5,972,163
Frequently asked questions
- What does EFAST2 acknowledgement 20241008085437NAL0028206656001 cover?
- It is the 2023 Form 5500 filing for Lee County Electric Cooperative, Inc. Retirement 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).