2023 Form 5500 filing — Albert Lee, 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 20241015164858NAL0029165841001) for Albert Lee, Inc. 401(K) Plan, reported by Albert Lee, Inc. under EIN 91-0930205 and plan number 001. It reports 193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$24.2MReported net assets$24,194,734
Participants193
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241015164858NAL0029165841001
Plan sponsor
Albert Lee, Inc.
EIN
91-0930205
Plan number
001
Location
Seattle, WA
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)$24.2M total assets
Net assets$24.2MLiabilities$0
Money in vs. money out
Total income / additions$6M
Total expenses$2.1M
Benefits paid / distributions$2M
Contributions
Employer$675.5K
Participant$1.3M
Full reported line items
Total assets (EOY)
$24,194,734
Total liabilities (EOY)
$0
Net assets (EOY)
$24,194,734
Employer contributions
$675,542
Participant contributions
$1,301,806
Total income / additions
$5,996,568
Benefits paid
$2,035,608
Administrative expenses
$53,819
Total expenses
$2,092,078
Net increase / (decrease)
$3,904,490

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015164858NAL0029165841001 cover?
It is the 2023 Form 5500 filing for Albert Lee, Inc. 401(K) Plan, reported by Albert Lee, Inc. (EIN 91-0930205).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages