2023 Form 5500 filing — Lee Land & Lumber, Inc. Standardized Pension Plan & Trust Agreement

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 20250129161443NAL0016336641001) for Lee Land & Lumber, Inc. Standardized Pension Plan & Trust Agreement, reported by Lee Land & Lumber, Inc. under EIN 81-0392907 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.6MReported net assets$2,592,612
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250129161443NAL0016336641001
Plan sponsor
Lee Land & Lumber, Inc.
EIN
81-0392907
Plan number
001
Location
Hamilton, MT
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.6M total assets
Net assets$2.6MLiabilities
Money in vs. money out
Total income / additions$28.7K
Total expenses$95.1K
Benefits paid / distributions$95.1K
Contributions
Employer$8.7K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$2,592,612
Net assets (EOY)
$2,592,612
Employer contributions
$8,700
Total income / additions
$28,700
Benefits paid
$95,078
Total expenses
$95,078
Net increase / (decrease)
-$66,378

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250129161443NAL0016336641001 cover?
It is the 2023 Form 5500 filing for Lee Land & Lumber, Inc. Standardized Pension Plan & Trust Agreement, reported by Lee Land & Lumber, Inc. (EIN 81-0392907).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages