2023 Form 5500 filing — Lee Masonry Products, 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 20250102133500NAL0001258419001) for Lee Masonry Products, Inc. 401(K) Plan, reported by Lee Masonry Products, Inc. under EIN 61-0901825 and plan number 001. It reports 394 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250102133500NAL0001258419001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lee Masonry Products, Inc.
- EIN
- 61-0901825
- Plan number
- 001
- Location
- Hopkinsville, KY
- Participants
- 394
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,628,761
- Net assets (EOY)
- $14,628,761
- Participant contributions
- $779,112
- Total income / additions
- $2,779,987
- Benefits paid
- $1,326,585
- Administrative expenses
- $866
- Total expenses
- $1,327,451
- Net increase / (decrease)
- $1,452,536
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Services | NONE | $46,547 | not reported in the loaded dataset |
| Forvis Wealth Advisors | NONE | $11,629 | not reported in the loaded dataset |
| Kraft Cpas, Pllc | NONE | $6,450 | not reported in the loaded dataset |
| Capital Group Retirement Srvcs | NONE | $550 | $0 |