Lee Container, LLC Retirement Savings Plan — Form 5500 plan (Lee Container, 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 Container, LLC Retirement Savings Plan is a benefit plan reported by Lee Container, LLC under EIN 58-1855931 and plan number 001. The latest loaded filing year is 2023. The filing reports 410 participants and $13,863,389 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lee Container, LLC
EIN
58-1855931
Plan number
001
Plan type
2
Location
Homerville, GA
Latest filing year
2023
Participants
410
End-of-year plan assets
$13,863,389

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023410H, C20250428115530NAL0008025811001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,863,389
Total liabilities (EOY)
$13,863,389
Net assets (EOY)
$0
Net assets (BOY)
$14,736,775

Income & contributions

Employer contributions
$574,822
Participant contributions
$738,421
Total contributions
$1,313,243
Total income / additions
$3,476,139

Expenses & distributions

Benefits paid
$4,274,688
Administrative expenses
$74,837
Total expenses
$4,349,525
Net increase / (decrease)
-$873,386

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Highland Consulting AssociatesRIA$20,250not reported in the loaded dataset2023
Wiregrass Asset ManagementRIA$9,565not reported in the loaded dataset2023
John Hancock UsaRECORDKEEPER$4,125$02023

Related Form 5500 pages