ALEX LEE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALEX LEE INC. TAX SAVER PLAN IRS SECTION 125 FRINGE BENEFIT PLAN
401k plan membership statisitcs for ALEX LEE INC. TAX SAVER PLAN IRS SECTION 125 FRINGE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2023: ALEX LEE INC. TAX SAVER PLAN IRS SECTION 125 FRINGE BENEFIT PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 3,355 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 2,365 |
| Total of all active and inactive participants | 2023-01-01 | 2,365 |
| 2022: ALEX LEE INC. TAX SAVER PLAN IRS SECTION 125 FRINGE BENEFIT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 3,169 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 3,355 |
| Total of all active and inactive participants | 2022-01-01 | 3,355 |
| 2021: ALEX LEE INC. TAX SAVER PLAN IRS SECTION 125 FRINGE BENEFIT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 2,685 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3,169 |
| Total of all active and inactive participants | 2021-01-01 | 3,169 |
| 2020: ALEX LEE INC. TAX SAVER PLAN IRS SECTION 125 FRINGE BENEFIT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 2,475 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2,685 |
| Total of all active and inactive participants | 2020-01-01 | 2,685 |
| 2019: ALEX LEE INC. TAX SAVER PLAN IRS SECTION 125 FRINGE BENEFIT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 1,848 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2,475 |
| Total of all active and inactive participants | 2019-01-01 | 2,475 |
| 2009: ALEX LEE INC. TAX SAVER PLAN IRS SECTION 125 FRINGE BENEFIT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-05-01 | 4,205 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-05-01 | 3,788 |
| Total of all active and inactive participants | 2009-05-01 | 3,788 |
| 2008: ALEX LEE INC. TAX SAVER PLAN IRS SECTION 125 FRINGE BENEFIT PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-05-01 | 4,158 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-05-01 | 4,205 |
| Total of all active and inactive participants | 2008-05-01 | 4,205 |
| Total participants | 2008-05-01 | 4,205 |
| 2023: ALEX LEE INC. TAX SAVER PLAN IRS SECTION 125 FRINGE BENEFIT PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022: ALEX LEE INC. TAX SAVER PLAN IRS SECTION 125 FRINGE BENEFIT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: ALEX LEE INC. TAX SAVER PLAN IRS SECTION 125 FRINGE BENEFIT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: ALEX LEE INC. TAX SAVER PLAN IRS SECTION 125 FRINGE BENEFIT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: ALEX LEE INC. TAX SAVER PLAN IRS SECTION 125 FRINGE BENEFIT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: ALEX LEE INC. TAX SAVER PLAN IRS SECTION 125 FRINGE BENEFIT PLAN 2009 form 5500 responses |
|---|
| 2009-05-01 | Type of plan entity | Single employer plan |
| 2009-05-01 | This submission is the final filing | Yes |
| 2009-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2008: ALEX LEE INC. TAX SAVER PLAN IRS SECTION 125 FRINGE BENEFIT PLAN 2008 form 5500 responses |
|---|
| 2008-05-01 | Type of plan entity | Single employer plan |
| 2008-05-01 | First time form 5500 has been submitted | Yes |
| 2008-05-01 | Submission has been amended | No |
| 2008-05-01 | This submission is the final filing | No |
| 2008-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-05-01 | Plan is a collectively bargained plan | No |
| 2008-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2008-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | ACC-0000296059 |
| Policy instance | 1 |
| Insurance contract or identification number | ACC-0000296059 | | Number of Individuals Covered | 2365 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $93,960 | | Total amount of fees paid to insurance company | USD $96,980 | | Other welfare benefits provided | GROUP ACCIDENT INSURANCE | | Welfare Benefit Premiums Paid to Carrier | USD $469,798 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | R0711911 |
| Policy instance | 1 |
| Insurance contract or identification number | R0711911 | | Number of Individuals Covered | 3355 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2023-01-01 | | Total amount of commissions paid to insurance broker | USD $105,143 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | GROUP ACCIDENT INSURANCE | | Welfare Benefit Premiums Paid to Carrier | USD $525,884 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | R0711911 |
| Policy instance | 1 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | R0711911 |
| Policy instance | 1 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | R0711911 |
| Policy instance | 1 |
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