LEE & BREEN, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LEE & BREEN, LLC DEFINED BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2025 : LEE & BREEN, LLC DEFINED BENEFIT PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-17 | -1125 |
| Total liabilities as of the end of the plan year | 2025-07-17 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-17 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-17 | 1039 |
| Net assets as of the end of the plan year | 2025-07-17 | 119593 |
| Total assets as of the beginning of the plan year | 2025-07-17 | 105718 |
| Other expenses paid from plan in this plan year | 2025-07-17 | 1039 |
| Other income to plan in this plan year | 2025-07-17 | 14914 |
| Plan net income in this plan year | 2025-07-17 | 15000 |
| Net assets as of the end of the plan year | 2025-07-17 | 119593 |
| Net assets as of the beginning of the plan year | 2025-07-17 | 105718 |
| Employer contributions to plan in this plan year | 2025-07-17 | 1125 |
| 2024 : LEE & BREEN, LLC DEFINED BENEFIT PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-08-28 | -24254 |
| Total liabilities as of the end of the plan year | 2024-08-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-08-28 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-28 | 871 |
| Net assets as of the end of the plan year | 2024-08-28 | 105718 |
| Total assets as of the beginning of the plan year | 2024-08-28 | 119101 |
| Participant contributions to plan in this plan year | 2024-08-28 | 1000 |
| Other expenses paid from plan in this plan year | 2024-08-28 | 871 |
| Other income to plan in this plan year | 2024-08-28 | 9242 |
| Plan net income in this plan year | 2024-08-28 | 10871 |
| Net assets as of the end of the plan year | 2024-08-28 | 105718 |
| Net assets as of the beginning of the plan year | 2024-08-28 | 119101 |
| Employer contributions to plan in this plan year | 2024-08-28 | 1500 |
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