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 Contracting, Inc. Employee Stock Ownership Plan is a benefit plan reported by Lee Contracting, Inc. under EIN 38-3243830 and plan number 003. The latest loaded filing year is 2023. The filing reports 587 participants and $237,688,318 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $237,688,318
- Total liabilities (EOY)
- $5,511,689
- Net assets (EOY)
- $232,176,629
- Net assets (BOY)
- $155,011,088
Income & contributions
- Employer contributions
- $774,865
- Total contributions
- $774,865
- Total income / additions
- $80,536,651
Expenses & distributions
- Benefits paid
- $3,213,594
- Administrative expenses
- $0
- Total expenses
- $3,371,110
- Net increase / (decrease)
- $77,165,541