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 University Defined Contribution Retirement Pla is a benefit plan reported by Lee University under EIN 62-0502739 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,091 participants and $63,165,612 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,165,612
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,165,612
- Net assets (BOY)
- $55,542,836
Income & contributions
- Employer contributions
- $1,044,634
- Participant contributions
- $1,287,219
- Total contributions
- $2,514,886
- Total income / additions
- $10,923,124
Expenses & distributions
- Benefits paid
- $3,265,419
- Administrative expenses
- $23,095
- Total expenses
- $3,300,348
- Net increase / (decrease)
- $7,622,776