Lee & Cates Glass, Inc. 401(K) Plan — Form 5500 plan (Lee & Cates Glass, 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 & Cates Glass, Inc. 401(K) Plan is a benefit plan reported by Lee & Cates Glass, Inc. under EIN 59-0713691 and plan number 001. The latest loaded filing year is 2023. The filing reports 191 participants and $6,768,454 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lee & Cates Glass, Inc.
- EIN
- 59-0713691
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 191
- End-of-year plan assets
- $6,768,454
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 191 | H, C | 20241015095308NAL0029182945001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,768,454
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,768,454
- Net assets (BOY)
- $6,356,529
Income & contributions
- Employer contributions
- $77,775
- Participant contributions
- $407,183
- Total contributions
- $484,958
- Total income / additions
- $1,372,834
Expenses & distributions
- Benefits paid
- $895,347
- Administrative expenses
- $38,211
- Total expenses
- $960,909
- Net increase / (decrease)
- $411,925
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mml Investors Services LLC | RIA | $19,780 | not reported in the loaded dataset | 2023 |
| Futureplan By Ascensus | TPA | $9,975 | $0 | 2023 |
| John Hancock Usa | RECORDKEEPER | $3,174 | $0 | 2023 |
| Newedge Advisors LLC | RIA | $1,936 | not reported in the loaded dataset | 2023 |
| Wilshire Associates Inc(Usa) | RIA | $1,241 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lee & Cates Glass, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Mml Investors Services LLC — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation
- John Hancock Usa — Schedule C compensation
- Newedge Advisors LLC — Schedule C compensation
- Wilshire Associates Inc(Usa) — Schedule C compensation