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 Company 401(K) Plan is a benefit plan reported by Lee Company under EIN 62-0723985 and plan number 006. The latest loaded filing year is 2023. The filing reports 1,686 participants and $58,617,027 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $58,617,027
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,617,027
- Net assets (BOY)
- $47,423,041
Income & contributions
- Employer contributions
- $1,703,586
- Participant contributions
- $7,397,657
- Total contributions
- $9,376,067
- Total income / additions
- $17,050,340
Expenses & distributions
- Benefits paid
- $5,653,367
- Administrative expenses
- $202,987
- Total expenses
- $5,856,354
- Net increase / (decrease)
- $11,193,986