Lee, Livingston, Lee, Nichols & Barron, P.C. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Lee, Livingston, Lee, Nichols & Barron, P.C.
  • Sponsor EIN: 631263691
  • Sponsor Address: 238 WEST MAIN STREET, DOTHAN, AL, 36301
  • Plan Type: DC
  • Total Participants: 5
  • Total Assets: $3.1M

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.
20245$3.1M$97,460$0
20237$3.4M$145,603$0
20228$3.3M$156,791$0

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