ST. LOUIS REAL ESTATE ADVISORS LLC D/B/A LEE AND ASSOCIATES OF ST. LOU has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LEE & ASSOCIATES OF ST. LOUIS 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023 : LEE & ASSOCIATES OF ST. LOUIS 401(K) PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $539,878 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $16,894 |
| Total plan assets at end of year | 2023-12-31 | $3,400,306 |
| Total plan assets at beginning of year | 2023-12-31 | $2,877,322 |
| Value of fidelity bond covering the plan | 2023-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $89,274 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $12,645 |
| Other income received | 2023-12-31 | $358,708 |
| Net income (gross income less expenses) | 2023-12-31 | $522,984 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $3,400,306 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,877,322 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $266,505 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $79,251 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $16,894 |
| 2022 : LEE & ASSOCIATES OF ST. LOUIS 401(K) PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-271,934 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $14,443 |
| Total plan assets at end of year | 2022-12-31 | $2,877,322 |
| Total plan assets at beginning of year | 2022-12-31 | $3,163,699 |
| Value of fidelity bond covering the plan | 2022-12-31 | $230,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $91,183 |
| Other income received | 2022-12-31 | $-465,886 |
| Net income (gross income less expenses) | 2022-12-31 | $-286,377 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,877,322 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,163,699 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $237,732 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $102,769 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $14,443 |
| 2021 : LEE & ASSOCIATES OF ST. LOUIS 401(K) PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $408,272 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $13,461 |
| Total plan assets at end of year | 2021-12-31 | $3,163,699 |
| Total plan assets at beginning of year | 2021-12-31 | $2,768,888 |
| Value of fidelity bond covering the plan | 2021-12-31 | $230,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $91,067 |
| Other income received | 2021-12-31 | $192,470 |
| Net income (gross income less expenses) | 2021-12-31 | $394,811 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,163,699 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,768,888 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $321,294 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $124,735 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $13,461 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : LEE & ASSOCIATES OF ST. LOUIS 401(K) PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $551,346 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $15,950 |
| Total plan assets at end of year | 2020-12-31 | $2,768,888 |
| Total plan assets at beginning of year | 2020-12-31 | $2,233,492 |
| Value of fidelity bond covering the plan | 2020-12-31 | $230,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $94,284 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $6,707 |
| Other income received | 2020-12-31 | $328,921 |
| Net income (gross income less expenses) | 2020-12-31 | $535,396 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,768,888 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,233,492 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $321,294 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $121,434 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $15,950 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : LEE & ASSOCIATES OF ST. LOUIS 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $544,968 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $14,176 |
| Total plan assets at end of year | 2019-12-31 | $2,233,492 |
| Total plan assets at beginning of year | 2019-12-31 | $1,702,700 |
| Value of fidelity bond covering the plan | 2019-12-31 | $110,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $75,416 |
| Other income received | 2019-12-31 | $351,367 |
| Net income (gross income less expenses) | 2019-12-31 | $530,792 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,233,492 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,702,700 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $271,294 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $118,185 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $14,176 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2023: LEE & ASSOCIATES OF ST. LOUIS 401(K) PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: LEE & ASSOCIATES OF ST. LOUIS 401(K) PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: LEE & ASSOCIATES OF ST. LOUIS 401(K) PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: LEE & ASSOCIATES OF ST. LOUIS 401(K) PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: LEE & ASSOCIATES OF ST. LOUIS 401(K) PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
