Lee Motor Group Inc. Employees' 401(K) Plan — Form 5500 plan (Lee Motor 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 Motor Group Inc. Employees' 401(K) Plan is a benefit plan reported by Lee Motor Group Inc. under EIN 56-6282662 and plan number 001. The latest loaded filing year is 2023. The filing reports 316 participants and $14,173,634 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lee Motor Group Inc.
- EIN
- 56-6282662
- Plan number
- 001
- Plan type
- 2
- Location
- Wilson, NC
- Latest filing year
- 2023
- Participants
- 316
- End-of-year plan assets
- $14,173,634
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 316 | H, C | 20240807134707NAL0006444352001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,173,634
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,173,634
- Net assets (BOY)
- $11,219,141
Income & contributions
- Employer contributions
- $332,161
- Participant contributions
- $1,145,532
- Total contributions
- $1,477,693
- Total income / additions
- $3,666,705
Expenses & distributions
- Benefits paid
- $695,471
- Administrative expenses
- $15,416
- Total expenses
- $712,212
- Net increase / (decrease)
- $2,954,493
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lee Motor Group Inc. | OTHER | $9,850 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $5,566 | $0 | 2023 |