Lee Bank DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Lee Bank
  • Sponsor EIN: 043158399
  • Sponsor Address: 75 PARK STREET, LEE, MA, 01238
  • Plan Type: DB
  • Total Participants: 9
  • Total Assets: $4.6M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20249$4.6M$0$0
20239$4.6M$0$0
202210$4.0M$0$0

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