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LEE OFFICE EQUIPMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameLEE OFFICE EQUIPMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

LEE OFFICE EQUIPMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.

401k Sponsoring company profile

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

Company Name:LEE OFFICE EQUIPMENT COMPANY
Employer identification number (EIN):581079378
NAIC Classification:453210
NAIC Description:Office Supplies and Stationery Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE OFFICE EQUIPMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-10-01JOSEPH H. LEE2021-01-26 JOSEPH H. LEE2021-01-26
0022016-10-01
0022015-10-01
0022014-10-01
0022013-10-01
0022012-10-01JOSEPH H. LEE
0022011-10-01JOSEPH H. LEE
0022009-10-01JOSEPH H. LEE

Plan Statistics for LEE OFFICE EQUIPMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for LEE OFFICE EQUIPMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2019: LEE OFFICE EQUIPMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-014
Total number of active participants reported on line 7a of the Form 55002019-10-010
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-010
Total of all active and inactive participants2019-10-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-010
Number of participants with account balances2019-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2016: LEE OFFICE EQUIPMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-014
Total number of active participants reported on line 7a of the Form 55002016-10-014
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-010
Total of all active and inactive participants2016-10-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-014
Number of participants with account balances2016-10-014
2015: LEE OFFICE EQUIPMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-014
Total number of active participants reported on line 7a of the Form 55002015-10-014
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-010
Total of all active and inactive participants2015-10-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-014
Number of participants with account balances2015-10-014
2014: LEE OFFICE EQUIPMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-014
Total number of active participants reported on line 7a of the Form 55002014-10-014
Total of all active and inactive participants2014-10-014
Total participants2014-10-014
Number of participants with account balances2014-10-014
2013: LEE OFFICE EQUIPMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-014
Total number of active participants reported on line 7a of the Form 55002013-10-014
Total of all active and inactive participants2013-10-014
Total participants2013-10-014
Number of participants with account balances2013-10-014
2012: LEE OFFICE EQUIPMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-014
Total number of active participants reported on line 7a of the Form 55002012-10-014
Total of all active and inactive participants2012-10-014
Total participants2012-10-014
Number of participants with account balances2012-10-014
2011: LEE OFFICE EQUIPMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-014
Total number of active participants reported on line 7a of the Form 55002011-10-014
Total of all active and inactive participants2011-10-014
Total participants2011-10-014
Number of participants with account balances2011-10-014
2009: LEE OFFICE EQUIPMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-016
Total number of active participants reported on line 7a of the Form 55002009-10-014
Number of retired or separated participants receiving benefits2009-10-012
Total of all active and inactive participants2009-10-016
Total participants2009-10-016
Number of participants with account balances2009-10-014

Financial Data on LEE OFFICE EQUIPMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2020 : LEE OFFICE EQUIPMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year2020-09-30$0
Total income from all sources2020-09-30$0
Expenses. Total of all expenses incurred2020-09-30$121,174
Benefits paid (including direct rollovers)2020-09-30$121,174
Total plan assets at end of year2020-09-30$0
Total plan assets at beginning of year2020-09-30$121,174
Value of fidelity bond covering the plan2020-09-30$75,000
Net income (gross income less expenses)2020-09-30$-121,174
Net plan assets at end of year (total assets less liabilities)2020-09-30$0
Net plan assets at beginning of year (total assets less liabilities)2020-09-30$121,174
Assets. Value of employer securities2020-09-30$0
2019 : LEE OFFICE EQUIPMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total income from all sources2019-09-30$5,798
Expenses. Total of all expenses incurred2019-09-30$0
Total plan assets at end of year2019-09-30$121,174
Total plan assets at beginning of year2019-09-30$115,376
Value of fidelity bond covering the plan2019-09-30$75,000
Other income received2019-09-30$5,798
Net income (gross income less expenses)2019-09-30$5,798
Net plan assets at end of year (total assets less liabilities)2019-09-30$121,174
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$115,376
Assets. Value of employer securities2019-09-30$121,174
2017 : LEE OFFICE EQUIPMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total income from all sources2017-09-30$4,201
Expenses. Total of all expenses incurred2017-09-30$0
Total plan assets at end of year2017-09-30$118,327
Total plan assets at beginning of year2017-09-30$114,126
Value of fidelity bond covering the plan2017-09-30$75,000
Other income received2017-09-30$4,201
Net income (gross income less expenses)2017-09-30$4,201
Net plan assets at end of year (total assets less liabilities)2017-09-30$118,327
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$114,126
Assets. Value of employer securities2017-09-30$118,327
2016 : LEE OFFICE EQUIPMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total income from all sources2016-09-30$2,319
Total plan assets at end of year2016-09-30$114,126
Total plan assets at beginning of year2016-09-30$111,807
Value of fidelity bond covering the plan2016-09-30$75,000
Other income received2016-09-30$2,319
Net income (gross income less expenses)2016-09-30$2,319
Net plan assets at end of year (total assets less liabilities)2016-09-30$114,126
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$111,807
Assets. Value of employer securities2016-09-30$114,126
2015 : LEE OFFICE EQUIPMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total income from all sources2015-09-30$-3,891
Total plan assets at end of year2015-09-30$111,807
Total plan assets at beginning of year2015-09-30$115,698
Value of fidelity bond covering the plan2015-09-30$75,000
Other income received2015-09-30$-3,891
Net income (gross income less expenses)2015-09-30$-3,891
Net plan assets at end of year (total assets less liabilities)2015-09-30$111,807
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$115,698
Assets. Value of employer securities2015-09-30$111,807
2014 : LEE OFFICE EQUIPMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total income from all sources2014-09-30$3,221
Total plan assets at end of year2014-09-30$115,698
Total plan assets at beginning of year2014-09-30$112,477
Value of fidelity bond covering the plan2014-09-30$75,000
Other income received2014-09-30$3,221
Net income (gross income less expenses)2014-09-30$3,221
Net plan assets at end of year (total assets less liabilities)2014-09-30$115,698
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$112,477
Assets. Value of employer securities2014-09-30$115,698
2013 : LEE OFFICE EQUIPMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total income from all sources2013-09-30$-2,590
Total plan assets at end of year2013-09-30$112,477
Total plan assets at beginning of year2013-09-30$115,067
Value of fidelity bond covering the plan2013-09-30$75,000
Other income received2013-09-30$-2,590
Net income (gross income less expenses)2013-09-30$-2,590
Net plan assets at end of year (total assets less liabilities)2013-09-30$112,477
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$115,067
Assets. Value of employer securities2013-09-30$112,477
2012 : LEE OFFICE EQUIPMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total income from all sources2012-09-30$9,097
Total plan assets at end of year2012-09-30$115,067
Total plan assets at beginning of year2012-09-30$105,970
Value of fidelity bond covering the plan2012-09-30$75,000
Other income received2012-09-30$9,097
Net income (gross income less expenses)2012-09-30$9,097
Net plan assets at end of year (total assets less liabilities)2012-09-30$115,067
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$105,970
Assets. Value of employer securities2012-09-30$115,067
2011 : LEE OFFICE EQUIPMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total income from all sources2011-09-30$-4,986
Total plan assets at end of year2011-09-30$105,970
Total plan assets at beginning of year2011-09-30$110,956
Value of fidelity bond covering the plan2011-09-30$75,000
Other income received2011-09-30$-4,986
Net income (gross income less expenses)2011-09-30$-4,986
Net plan assets at end of year (total assets less liabilities)2011-09-30$105,970
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$110,956
Assets. Value of employer securities2011-09-30$105,970

Form 5500 Responses for LEE OFFICE EQUIPMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

2019: LEE OFFICE EQUIPMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingYes
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2016: LEE OFFICE EQUIPMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: LEE OFFICE EQUIPMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: LEE OFFICE EQUIPMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: LEE OFFICE EQUIPMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: LEE OFFICE EQUIPMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: LEE OFFICE EQUIPMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: LEE OFFICE EQUIPMENT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01This submission is the final filingNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

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