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LEE SUPPLY COMPANY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameLEE SUPPLY COMPANY 401(K) PROFIT SHARING PLAN
Plan identification number 001

LEE SUPPLY COMPANY 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LEE SUPPLY COMPANY has sponsored the creation of one or more 401k plans.

Company Name:LEE SUPPLY COMPANY
Employer identification number (EIN):730943121
NAIC Classification:423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE SUPPLY COMPANY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JASON LEE2024-10-10 JASON LEE2024-10-10
0012022-01-01JASON LEE2023-08-08
0012021-01-01JASON LEE2022-10-12
0012020-01-01JASON LEE2021-06-23 JASON LEE2021-06-23
0012019-01-01JASON LEE2020-10-06 JASON LEE2020-10-06
0012018-01-01JASON LEE2019-09-18 JASON LEE2019-09-18
0012017-01-01JASON LEE2018-10-15 JASON LEE2018-10-15
0012016-01-01JASON LEE2017-06-23 LEE SUPPLY COMPANY, LLC2017-06-23
0012015-01-01JASON LEE2016-07-19
0012014-01-01JASON LEE2015-06-30
0012013-01-01JAN F. LEE2014-05-29
0012012-01-01JAN LEE2013-07-01 JAN LEE2013-07-01
0012011-11-01KEN MILLER2012-07-17 KEN MILLER2012-07-17
0012010-11-01KEN MILLER2012-07-10 KEN MILLER2012-07-10
0012009-11-01JAN LEE JAN LEE2011-06-03
0012009-11-01
0012008-11-01

Financial Data on LEE SUPPLY COMPANY 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : LEE SUPPLY COMPANY 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-030
Total expenses incurred by plan in this plan year2025-06-03206791
Net assets as of the end of the plan year2025-06-039075379
Total assets as of the beginning of the plan year2025-06-037563477
Value of plan covered by a fidelity bond2025-06-03500000
Participant contributions to plan in this plan year2025-06-03186863
Value of participant loans at end of plan year2025-06-03114400
Other expenses paid from plan in this plan year2025-06-030
Other contributions to plan in this plan year2025-06-030
Other income to plan in this plan year2025-06-031020811
Plan net income in this plan year2025-06-031511902
Net assets as of the end of the plan year2025-06-039075379
Net assets as of the beginning of the plan year2025-06-037563477
Employer contributions to plan in this plan year2025-06-03511019
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-0333164
2024 : LEE SUPPLY COMPANY 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-10184195
Net assets as of the end of the plan year2024-10-107563477
Total assets as of the beginning of the plan year2024-10-105999569
Value of plan covered by a fidelity bond2024-10-10500000
Participant contributions to plan in this plan year2024-10-10184618
Value of participant loans at end of plan year2024-10-1085036
Other expenses paid from plan in this plan year2024-10-100
Other contributions to plan in this plan year2024-10-100
Other income to plan in this plan year2024-10-101138601
Plan net income in this plan year2024-10-101563908
Net assets as of the end of the plan year2024-10-107563477
Net assets as of the beginning of the plan year2024-10-105999569
Value of contributions failed to transmitted timely2024-10-1012516
Employer contributions to plan in this plan year2024-10-10424884
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1023468
2010 : LEE SUPPLY COMPANY 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-10-31$0

Form 5500 Responses for LEE SUPPLY COMPANY 401(K) PROFIT SHARING PLAN

2009: LEE SUPPLY COMPANY 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedYes
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – InsuranceYes
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement – InsuranceYes
2009-11-01Plan benefit arrangement - TrustYes
2008: LEE SUPPLY COMPANY 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo

Potentially related plans

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