R.E. Lee Electric Co., Inc 401(K) Profit Sharing Plan — Form 5500 plan (R.E. Lee Electric Co. 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, R.E. Lee Electric Co., Inc 401(K) Profit Sharing Plan is a benefit plan reported by R.E. Lee Electric Co. Inc under EIN 54-0605847 and plan number 001. The latest loaded filing year is 2023. The filing reports 32 participants and $2,911,619 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- R.E. Lee Electric Co. Inc
- EIN
- 54-0605847
- Plan number
- 001
- Plan type
- 2
- Location
- Lorton, VA
- Latest filing year
- 2023
- Participants
- 32
- End-of-year plan assets
- $2,911,619
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 32 | I | 20240814062825NAL0024879394001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,911,619
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,911,619
- Net assets (BOY)
- $2,547,297
Income & contributions
- Employer contributions
- $67,219
- Participant contributions
- $84,826
- Total income / additions
- $549,453
Expenses & distributions
- Benefits paid
- $185,106
- Administrative expenses
- $25
- Total expenses
- $185,131
- Net increase / (decrease)
- $364,322
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.