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, Lea & Elliott, Inc. Employees' Profit Sharing 401k Plan is a benefit plan reported by Lea & Elliott, Inc. under EIN 75-2295172 and plan number 001. The latest loaded filing year is 2023. The filing reports 161 participants and $81,377,210 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $81,377,210
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,377,210
- Net assets (BOY)
- $64,532,044
Income & contributions
- Employer contributions
- $1,166,500
- Participant contributions
- $1,890,213
- Total contributions
- $3,312,219
- Total income / additions
- $17,820,756
Expenses & distributions
- Benefits paid
- $1,073,796
- Administrative expenses
- -$98,206
- Total expenses
- $975,590
- Net increase / (decrease)
- $16,845,166