Lee Hill Investments LLC 401(K) Plan — Form 5500 plan (Lee Hill Investments 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 Hill Investments LLC 401(K) Plan is a benefit plan reported by Lee Hill Investments LLC under EIN 68-0608039 and plan number 001. The latest loaded filing year is 2023. The filing reports 237 participants and $1,310,229 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lee Hill Investments LLC
- EIN
- 68-0608039
- Plan number
- 001
- Plan type
- 2
- Location
- Chandler, AZ
- Latest filing year
- 2023
- Participants
- 237
- End-of-year plan assets
- $1,310,229
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 237 | H, C | 20241010143209NAL0020341169001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,310,229
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,310,229
- Net assets (BOY)
- $636,113
Income & contributions
- Employer contributions
- $153,906
- Participant contributions
- $357,148
- Total contributions
- $529,727
- Total income / additions
- $717,852
Expenses & distributions
- Benefits paid
- $35,746
- Administrative expenses
- $7,990
- Total expenses
- $43,736
- Net increase / (decrease)
- $674,116
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Group Retirement Plan | RECORDKEEPER | $4,335 | $0 | 2023 |
| Rudd & Company, Pllc | CONTRACT ADMINISTRATOR | $3,655 | $0 | 2023 |