The Lee Company Profit Sharing Plan — Form 5500 plan (The Lee Company)

Plain-English plan 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, The Lee Company Profit Sharing Plan is a benefit plan reported by The Lee Company under EIN 06-0639381 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,321 participants and $449,271,257 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Lee Company
EIN
06-0639381
Plan number
002
Plan type
2
Location
Westbrook, CT
Latest filing year
2023
Participants
1,321
End-of-year plan assets
$449,271,257

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,321H20250814153709NAL0005485987001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$449,271,257
Total liabilities (EOY)
$0
Net assets (EOY)
$449,271,257
Net assets (BOY)
$396,481,458

Income & contributions

Employer contributions
$18,318,647
Total contributions
$18,725,439
Total income / additions
$85,298,700

Expenses & distributions

Benefits paid
$32,508,901
Administrative expenses
$0
Total expenses
$32,508,901
Net increase / (decrease)
$52,789,799

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages