Lee, Livingston, Lee, Nichols & Barron P.C. Psp — Form 5500 plan (Lee, Livingston, Lee, Nichols & Barron, P.C.)
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, Livingston, Lee, Nichols & Barron P.C. Psp is a benefit plan reported by Lee, Livingston, Lee, Nichols & Barron, P.C. under EIN 63-1263691 and plan number 002. The latest loaded filing year is 2023. The filing reports 11 participants and $3,444,994 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lee, Livingston, Lee, Nichols & Barron, P.C.
- EIN
- 63-1263691
- Plan number
- 002
- Plan type
- 2
- Location
- Dothan, AL
- Latest filing year
- 2023
- Participants
- 11
- End-of-year plan assets
- $3,444,994
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11 | I | 20241015144126NAL0014866307004 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,444,994
- Net assets (EOY)
- $3,444,994
- Net assets (BOY)
- $3,273,358
Income & contributions
- Employer contributions
- $145,603
- Total income / additions
- $371,618
Expenses & distributions
- Benefits paid
- $193,221
- Administrative expenses
- $6,761
- Total expenses
- $199,982
- Net increase / (decrease)
- $171,636
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.