How big is Lee Engineering, LLC's plan?

Lee Engineering, LLC's plan reported $10.1M in assets and 43 participants for 2023.

Original filing (PDF)20240709133527NAL0013650065001

Lee Engineering, LLC

Name: Lee Engineering, LLC — Lee Engineering, LLC 401(k), Form 5500 (2023)
Creator: Lee Engineering, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lee Engineering, LLC 401(k) and Profit Sharing Plan

401(k) retirement plan · Lee Engineering, LLC's Lee Engineering, LLC 401(k) and Profit Sharing Plan held $10.1M in plan assets for 43 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.1M

Net assets (EOY)

$10.1M

People on this filing

Joseph Short signed Lee Engineering, LLC's 2023 Form 5500 as plan administrator.

Joseph Short — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lee Engineering, LLC's EIN is 86-0910156.

EIN 86-0910156

Plan number 001

Plan year 2023

ACK ID 20240709133527NAL0013650065001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Lee Engineering, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Lee Engineering, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEE ENGINEERING, LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off