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CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameCONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST
Plan identification number 003

CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 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).
  • Money purchase (other than target benefit)
  • 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.
  • 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 & STIRES, INC. has sponsored the creation of one or more 401k plans.

Company Name:LEE & STIRES, INC.
Employer identification number (EIN):952836854
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01JON LEE2024-05-15 JON LEE2024-05-15
0032022-01-01JON LEE2023-05-03 JON LEE2023-05-03
0032021-01-01KATRINA RICHARDSON2022-06-21 KATRINA RICHARDSON2022-06-21
0032020-01-01KATRINA RICHARDSON2021-05-21 KATRINA RICHARDSON2021-05-21
0032019-01-01KATRINA RICHARDSON2020-05-17 KATRINA RICHARDSON2020-05-17
0032018-01-01KATRINA RICHARDSON2019-05-28 KATRINA RICHARDSON2019-05-28
0032017-01-01KATRINA RICHARDSON2018-06-20 KATRINA RICHARDSON2018-06-20
0032016-01-01KATRINA RICHARDSON2017-07-06 KATRINA RICHARDSON2017-07-06
0032015-01-01KATRINA RICHARDSON2016-06-28 KATRINA RICHARDSON2016-06-28
0032014-01-01KATRINA RICHARDSON2015-06-19 KATRINA RICHARDSON2015-06-19
0032013-01-01JON LEE2014-07-15 JON LEE2014-07-15
0032012-01-01CHARLES BROWN2013-07-25
0032011-01-01CHARLES S BROWN2012-08-15
0032010-01-01CHARLES S BROWN2011-07-20

Financial Data on CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST

Measure Date Value
2025 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-1148461
Net assets as of the end of the plan year2025-07-11946075
Total assets as of the beginning of the plan year2025-07-11813193
Value of plan covered by a fidelity bond2025-07-11100000
Value of participant loans at end of plan year2025-07-1134234
Other income to plan in this plan year2025-07-1150190
Plan net income in this plan year2025-07-11132882
Net assets as of the end of the plan year2025-07-11946075
Net assets as of the beginning of the plan year2025-07-11813193
Employer contributions to plan in this plan year2025-07-11131153
2024 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-150
Total liabilities as of the end of the plan year2024-05-150
Total expenses incurred by plan in this plan year2024-05-1529503
Net assets as of the end of the plan year2024-05-15813193
Total assets as of the beginning of the plan year2024-05-15615675
Value of plan covered by a fidelity bond2024-05-15100000
Participant contributions to plan in this plan year2024-05-150
Value of participant loans at end of plan year2024-05-1529329
Other expenses paid from plan in this plan year2024-05-150
Other contributions to plan in this plan year2024-05-150
Other income to plan in this plan year2024-05-1571130
Plan net income in this plan year2024-05-15197518
Net assets as of the end of the plan year2024-05-15813193
Net assets as of the beginning of the plan year2024-05-15615675
Employer contributions to plan in this plan year2024-05-15155891
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-150
2022 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-210
Total liabilities as of the end of the plan year2022-06-210
Total liabilities as of the beginning of the plan year2022-06-210
Total expenses incurred by plan in this plan year2022-06-21102381
Net assets as of the end of the plan year2022-06-21619414
Total assets as of the beginning of the plan year2022-06-21606386
Value of plan covered by a fidelity bond2022-06-21100000
Participant contributions to plan in this plan year2022-06-210
Value of participant loans at end of plan year2022-06-2114759
Other expenses paid from plan in this plan year2022-06-210
Other contributions to plan in this plan year2022-06-210
Other income to plan in this plan year2022-06-2135661
Plan net income in this plan year2022-06-2113028
Net assets as of the end of the plan year2022-06-21619414
Net assets as of the beginning of the plan year2022-06-21606386
Employer contributions to plan in this plan year2022-06-2179748
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-210

Potentially related plans

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