2023 Form 5500 filing — Cypress 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 20241219133301NAL0004959969001) for Cypress 401(K) Plan, reported by Lee Fp, Inc. Dba Cypress Living under EIN 65-0184989 and plan number 001. It reports 621 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)$11.3MReported net assets$11,343,493
Participants621
Provider compensation$77.5K2 Schedule C row(s)$77,542
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241219133301NAL0004959969001
Plan sponsor
Lee Fp, Inc. Dba Cypress Living
EIN
65-0184989
Plan number
001
Location
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)$11.4M total assets
Net assets$11.3MLiabilities$85.1K
Money in vs. money out
Total income / additions$3.6M
Total expenses$1.4M
Benefits paid / distributions$1.3M
Contributions
Employer$643.7K
Participant$1.4M
Full reported line items
Total assets (EOY)
$11,428,551
Total liabilities (EOY)
$85,058
Net assets (EOY)
$11,343,493
Employer contributions
$643,743
Participant contributions
$1,373,341
Total income / additions
$3,554,275
Benefits paid
$1,308,603
Administrative expenses
$77,542
Total expenses
$1,434,506
Net increase / (decrease)
$2,119,769
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $44.8K
  2. 2
    NONE · Direct $32.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241219133301NAL0004959969001 cover?
It is the 2023 Form 5500 filing for Cypress 401(K) Plan, reported by Lee Fp, Inc. Dba Cypress Living (EIN 65-0184989).
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