Lee Brass 401(K) Retirement Plan — Form 5500 plan (Lee Brass Foundry, LLC)
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 Brass 401(K) Retirement Plan is a benefit plan reported by Lee Brass Foundry, LLC under EIN 45-4797283 and plan number 001. The latest loaded filing year is 2023. The filing reports 371 participants and $168 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lee Brass Foundry, LLC
- EIN
- 45-4797283
- Plan number
- 001
- Plan type
- 2
- Location
- Anniston, AL
- Latest filing year
- 2023
- Participants
- 371
- End-of-year plan assets
- $168
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 371 | H, C | 20241014124129NAL0045981680001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $168
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $168
- Net assets (BOY)
- $2,320,348
Income & contributions
- Employer contributions
- $3,330
- Participant contributions
- $43,858
- Total contributions
- $47,188
- Total income / additions
- $253,731
Expenses & distributions
- Benefits paid
- $2,536,783
- Administrative expenses
- $37,128
- Total expenses
- $2,573,911
- Net increase / (decrease)
- -$2,320,180
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $27,532 | $0 | 2023 |
| Cbiz Benefits & Ins Services | CONTRACT ADMIN | $4,083 | $1,894 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,883 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $1,052 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lee Brass Foundry, LLC
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Anniston, AL
- Empower Annuity Insurance Company — Schedule C compensation
- Cbiz Benefits & Ins Services — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation