2023 Form 5500 filing — Lee & Cates Glass, Inc. 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 20241015095308NAL0029182945001) for Lee & Cates Glass, Inc. 401(K) Plan, reported by Lee & Cates Glass, Inc. under EIN 59-0713691 and plan number 001. It reports 191 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015095308NAL0029182945001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lee & Cates Glass, Inc.
- EIN
- 59-0713691
- Plan number
- 001
- Location
- Jacksonville, FL
- Participants
- 191
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,768,454
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,768,454
- Employer contributions
- $77,775
- Participant contributions
- $407,183
- Total income / additions
- $1,372,834
- Benefits paid
- $895,347
- Administrative expenses
- $38,211
- Total expenses
- $960,909
- Net increase / (decrease)
- $411,925
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mml Investors Services LLC | RIA | $19,780 | not reported in the loaded dataset |
| Futureplan By Ascensus | TPA | $9,975 | $0 |
| John Hancock Usa | RECORDKEEPER | $3,174 | $0 |
| Newedge Advisors LLC | RIA | $1,936 | not reported in the loaded dataset |
| Wilshire Associates Inc(Usa) | RIA | $1,241 | not reported in the loaded dataset |