Lee & Mason Financial Services, Inc. 401(K) Plan — Form 5500 plan (Lee & Mason Financial Services, Inc)
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, Lee & Mason Financial Services, Inc. 401(K) Plan is a benefit plan reported by Lee & Mason Financial Services, Inc under EIN 14-1722170 and plan number 002. The latest loaded filing year is 2023. The filing reports 193 participants and $25,484,425 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lee & Mason Financial Services, Inc
- EIN
- 14-1722170
- Plan number
- 002
- Plan type
- 2
- Location
- Northville, NY
- Latest filing year
- 2023
- Participants
- 193
- End-of-year plan assets
- $25,484,425
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 193 | H, C | 20241008131933NAL0008385043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,484,425
- Total liabilities (EOY)
- $1,528
- Net assets (EOY)
- $25,482,897
- Net assets (BOY)
- $21,623,191
Income & contributions
- Employer contributions
- $658,325
- Participant contributions
- $786,214
- Total contributions
- $1,444,632
- Total income / additions
- $4,772,534
Expenses & distributions
- Benefits paid
- $902,631
- Administrative expenses
- $8,669
- Total expenses
- $912,828
- Net increase / (decrease)
- $3,859,706
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Weaver Capital Management LLC | NONE | $9,175 | not reported in the loaded dataset | 2023 |
| Nbt Bancorp, N.A. | NONE | $8,669 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $109 | $0 | 2023 |
| Epic Retirement Plan Services | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lee & Mason Financial Services, Inc
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Northville, NY
- Weaver Capital Management LLC — Schedule C compensation
- Nbt Bancorp, N.A. — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Epic Retirement Plan Services — Schedule C compensation