Lee Construction Group 401(K) Retirement Plan — Form 5500 plan (Lee Construction Group, 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 Construction Group 401(K) Retirement Plan is a benefit plan reported by Lee Construction Group, Inc. under EIN 54-1844649 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $3,125,410 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$3.1MPlan net assets, end of year$3,125,410
Participants235Covered participants reported
Assets / participant$13.3KComputed: assets ÷ participants$13,300 (computed)
Provider compensation$28.1K5 Schedule C provider row(s)$28,113
- Plan sponsor
- Lee Construction Group, Inc.
- EIN
- 54-1844649
- Plan number
- 001
- Plan type
- 2
- Location
- Charlottesville, VA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 235 | H, C | 20241010065444NAL0019731505001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$3.1M total assets
Net assets$3.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $3,125,410
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,125,410
- Net assets (BOY)
- $2,790,021
Income & contributions
- Employer contributions
- $23,388
- Participant contributions
- $233,881
- Total contributions
- $338,749
- Total income / additions
- $746,461
Expenses & distributions
- Benefits paid
- $388,725
- Administrative expenses
- $22,347
- Total expenses
- $411,072
- Net increase / (decrease)
- $335,389
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
91%
Employer 9%Participant 91%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income52%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $16,793 | $0 | 2023 |
| Creative Retirement Systems, Inc | CONTRACT ADMINISTRATOR | $5,462 | not reported in the loaded dataset | 2023 |
| Northwestern Mutual Investment Svcs | INVESTMENT ADVISOR | $0 | $5,242 | 2023 |
| Envest Retirement Solutions, LLC | OTHER | $361 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $255 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lee Construction Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Charlottesville, VA
- Empower Annuity Insurance Company — Schedule C compensation
- Creative Retirement Systems, Inc — Schedule C compensation
- Northwestern Mutual Investment Svcs — Schedule C compensation
- Envest Retirement Solutions, LLC — Schedule C compensation
- Empower Advisory Group — Schedule C compensation