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| Plan Name | LEE & ASSOCIATES CRES-ATLANTA, LLC GCF BENEFIT PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | LEE & ASSOCIATES CRES-ATLANTA, LLC |
| Employer identification number (EIN): | 273215213 |
| NAIC Classification: | 236200 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2022-04-01 | MORGAN LAW | 2023-10-30 | ||
| 501 | 2021-04-01 | MORGAN LAW | 2022-10-31 | ||
| 501 | 2020-04-01 | MORGAN LAW | 2021-10-27 | ||
| 501 | 2019-12-01 | MORGAN LAW | 2020-12-22 |
| Measure | Date | Value |
|---|---|---|
| 2022 : LEE & ASSOCIATES CRES-ATLANTA, LLC GCF BENEFIT PLAN 2022 401k financial data | ||
| Total liabilities as of the end of the plan year | 2022-10-31 | 17559 |
| Total liabilities as of the beginning of the plan year | 2022-10-31 | 9488 |
| Total expenses incurred by plan in this plan year | 2022-10-31 | 131110 |
| Net assets as of the end of the plan year | 2022-10-31 | 22987 |
| Total assets as of the beginning of the plan year | 2022-10-31 | 12274 |
| Value of plan covered by a fidelity bond | 2022-10-31 | 500000 |
| Participant contributions to plan in this plan year | 2022-10-31 | 26437 |
| Other expenses paid from plan in this plan year | 2022-10-31 | 0 |
| Other contributions to plan in this plan year | 2022-10-31 | 0 |
| Other income to plan in this plan year | 2022-10-31 | 1567 |
| Plan net income in this plan year | 2022-10-31 | 2642 |
| Net assets as of the end of the plan year | 2022-10-31 | 5428 |
| Net assets as of the beginning of the plan year | 2022-10-31 | 2786 |
| Employer contributions to plan in this plan year | 2022-10-31 | 105748 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-31 | 6765 |
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