401k Plan data: LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN plan

LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	003

LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Stock bonus
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.
The employer maintaining this ESOP is an S Corporation
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

LEE CONTRACTING INC has sponsored the creation of one or more 401k plans.

Company Name: LEE CONTRACTING INC

Employer identification number (EIN): 383243830

NAIC Classification: 238210
NAIC Description: Electrical Contractors and Other Wiring Installation Contractors

Additional information about LEE CONTRACTING INC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2006-08-03

Company Identification Number: P06000101220

Legal Registered Office Address: 7514 NORTH CAMERON AVENUE

TAMPA

33614

More information about LEE CONTRACTING INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2024-01-01 BONNIE MCLEAN
003 2023-01-01
003 2023-01-01 KRISTA FISH
003 2022-01-01
003 2022-01-01 KRISTA FISH
003 2021-01-01
003 2021-01-01 KRISTA FISH
003 2020-01-01
003 2019-01-01
003 2018-01-01 APRIL KLINE 2019-10-04
003 2017-01-01
003 2017-01-01
003 2016-01-01
003 2015-01-01

Plan Statistics for LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023: LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 587
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 556
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 88
Total of all active and inactive participants 2023-01-01 644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 644
Number of participants with account balances 2023-01-01 566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 24
2022: LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 592
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 492
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 85
Total of all active and inactive participants 2022-01-01 577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 579
Number of participants with account balances 2022-01-01 548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 31
2021: LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 505
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 449
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 106
Total of all active and inactive participants 2021-01-01 555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 555
Number of participants with account balances 2021-01-01 536
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 28
2020: LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 480
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 412
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 75
Total of all active and inactive participants 2020-01-01 487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 487
Number of participants with account balances 2020-01-01 464
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 38
2019: LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 442
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 421
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 48
Total of all active and inactive participants 2019-01-01 469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 471
Number of participants with account balances 2019-01-01 444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 38
2018: LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 388
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 396
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 32
Total of all active and inactive participants 2018-01-01 428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 429
Number of participants with account balances 2018-01-01 397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 56
2017: LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 348
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 355
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 23
Total of all active and inactive participants 2017-01-01 378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 379
Number of participants with account balances 2017-01-01 354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 54
2016: LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 279
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 324
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 24
Total of all active and inactive participants 2016-01-01 348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 348
Number of participants with account balances 2016-01-01 330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 34
2015: LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 257
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 278
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 278
Number of participants with account balances 2015-01-01 243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2023: LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	587
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	556
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	88
Total of all active and inactive participants	2023-01-01	644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	644
Number of participants with account balances	2023-01-01	566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	24
2022: LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	592
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	492
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	85
Total of all active and inactive participants	2022-01-01	577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	579
Number of participants with account balances	2022-01-01	548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	31
2021: LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	505
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	449
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	106
Total of all active and inactive participants	2021-01-01	555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	555
Number of participants with account balances	2021-01-01	536
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	28
2020: LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	480
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	412
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	75
Total of all active and inactive participants	2020-01-01	487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	487
Number of participants with account balances	2020-01-01	464
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	38
2019: LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	442
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	421
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	48
Total of all active and inactive participants	2019-01-01	469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	471
Number of participants with account balances	2019-01-01	444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	38
2018: LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	388
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	396
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	32
Total of all active and inactive participants	2018-01-01	428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	429
Number of participants with account balances	2018-01-01	397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	56
2017: LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	348
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	355
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	23
Total of all active and inactive participants	2017-01-01	378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	379
Number of participants with account balances	2017-01-01	354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	54
2016: LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	279
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	324
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	24
Total of all active and inactive participants	2016-01-01	348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	348
Number of participants with account balances	2016-01-01	330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	34
2015: LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	257
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	278
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	278
Number of participants with account balances	2015-01-01	243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2023 : LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2023-12-31	$79,425,051
Total unrealized appreciation/depreciation of assets	2023-12-31	$79,425,051
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$5,511,689
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$6,129,038
Expenses. Interest paid	2023-12-31	$157,516
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2023-12-31	$157,516
Total income from all sources (including contributions)	2023-12-31	$80,536,651
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$3,371,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$3,213,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$774,865
Value of total assets at end of year	2023-12-31	$237,688,318
Value of total assets at beginning of year	2023-12-31	$161,140,126
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$0
Total interest from all sources	2023-12-31	$335,186
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$5,511,689
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$6,129,038
Other income not declared elsewhere	2023-12-31	$1,549
Total non interest bearing cash at end of year	2023-12-31	$41
Total non interest bearing cash at beginning of year	2023-12-31	$2,974
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$77,165,541
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$232,176,629
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$155,011,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$8,621,335
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$6,763,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$6,763,662
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$335,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Assets. Invements in employer securities at end of year	2023-12-31	$229,066,942
Assets. Invements in employer securities at beginning of year	2023-12-31	$154,373,490
Contributions received in cash from employer	2023-12-31	$774,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$3,213,594
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	FORVIS MAZARS, LLP
Accountancy firm EIN	2023-12-31	440160260
Unrealized appreciation/depreciation of other (non real estate) assets	2023-01-01	$79,425,051
Total unrealized appreciation/depreciation of assets	2023-01-01	$79,425,051
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$5,511,689
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$6,129,038
Total income from all sources (including contributions)	2023-01-01	$80,536,651
Total loss/gain on sale of assets	2023-01-01	$0
Total of all expenses incurred	2023-01-01	$3,371,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$3,213,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$774,865
Value of total assets at end of year	2023-01-01	$237,688,318
Value of total assets at beginning of year	2023-01-01	$161,140,126
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$0
Total interest from all sources	2023-01-01	$335,186
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$1,000,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-01-01	$5,511,689
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-01-01	$6,129,038
Other income not declared elsewhere	2023-01-01	$1,549
Total non interest bearing cash at end of year	2023-01-01	$41
Total non interest bearing cash at beginning of year	2023-01-01	$2,974
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$77,165,541
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$232,176,629
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$155,011,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-01-01	$8,621,335
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-01-01	$335,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Assets. Invements in employer securities at end of year	2023-01-01	$229,066,942
Assets. Invements in employer securities at beginning of year	2023-01-01	$154,373,490
Contributions received in cash from employer	2023-01-01	$774,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$3,213,594
Did the plan have assets held for investment	2023-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	FORVIS MAZARS, LLP
Accountancy firm EIN	2023-01-01	440160260
2022 : LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$38,811,947
Total unrealized appreciation/depreciation of assets	2022-12-31	$38,811,947
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$6,129,038
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$6,730,918
Expenses. Interest paid	2022-12-31	$172,985
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$172,985
Total income from all sources (including contributions)	2022-12-31	$39,826,424
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,546,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,349,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$900,319
Value of total assets at end of year	2022-12-31	$161,140,126
Value of total assets at beginning of year	2022-12-31	$125,462,323
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$24,455
Total interest from all sources	2022-12-31	$9,102
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$105,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$105,056
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$3,194
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$6,129,038
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$6,730,918
Total non interest bearing cash at end of year	2022-12-31	$2,974
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$36,279,683
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$155,011,088
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$118,731,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$24,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$6,069,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$6,763,662
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$72,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$72,514
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$9,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$154,373,490
Assets. Invements in employer securities at beginning of year	2022-12-31	$119,317,047
Contributions received in cash from employer	2022-12-31	$900,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,349,301
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	YEO & YEO P.C.
Accountancy firm EIN	2022-12-31	382706146
Unrealized appreciation/depreciation of other (non real estate) assets	2022-01-01	$38,811,947
Total unrealized appreciation/depreciation of assets	2022-01-01	$38,811,947
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$6,129,038
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$6,730,918
Total income from all sources (including contributions)	2022-01-01	$39,826,424
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$3,546,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$3,349,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$900,319
Value of total assets at end of year	2022-01-01	$161,140,126
Value of total assets at beginning of year	2022-01-01	$125,462,323
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$24,455
Total interest from all sources	2022-01-01	$9,102
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$105,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$105,056
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$1,000,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-01-01	$3,194
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-01-01	$6,129,038
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-01-01	$6,730,918
Total non interest bearing cash at end of year	2022-01-01	$2,974
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$36,279,683
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$155,011,088
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$118,731,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Investment advisory and management fees	2022-01-01	$24,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$6,069,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-01-01	$6,763,662
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-01-01	$9,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Assets. Invements in employer securities at end of year	2022-01-01	$154,373,490
Assets. Invements in employer securities at beginning of year	2022-01-01	$119,317,047
Contributions received in cash from employer	2022-01-01	$900,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$3,349,301
Did the plan have assets held for investment	2022-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	YEO & YEO P.C.
Accountancy firm EIN	2022-01-01	382706146
2021 : LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$51,001,958
Total unrealized appreciation/depreciation of assets	2021-12-31	$51,001,958
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$6,730,918
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$7,317,717
Expenses. Interest paid	2021-12-31	$188,065
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$188,065
Total income from all sources (including contributions)	2021-12-31	$51,778,882
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$188,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$774,865
Value of total assets at end of year	2021-12-31	$125,462,323
Value of total assets at beginning of year	2021-12-31	$74,458,305
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$0
Total interest from all sources	2021-12-31	$2,059
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$3,194
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$51,590,817
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$118,731,405
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$67,140,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$6,069,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$72,514
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$38,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$38,305
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$2,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$119,317,047
Assets. Invements in employer securities at beginning of year	2021-12-31	$74,420,000
Contributions received in cash from employer	2021-12-31	$774,865
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$6,730,918
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$7,317,717
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	YEO & YEO, P.C.
Accountancy firm EIN	2021-12-31	382706146
2020 : LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$16,630,000
Total unrealized appreciation/depreciation of assets	2020-12-31	$16,630,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$7,317,717
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$7,889,813
Expenses. Interest paid	2020-12-31	$202,768
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$202,768
Total income from all sources (including contributions)	2020-12-31	$17,409,950
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$207,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$5,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$779,937
Value of total assets at end of year	2020-12-31	$74,458,305
Value of total assets at beginning of year	2020-12-31	$57,828,292
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$0
Total interest from all sources	2020-12-31	$13
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$128
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$17,202,109
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$67,140,588
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$49,938,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$38,305
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$38,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$38,164
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$13
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$74,420,000
Assets. Invements in employer securities at beginning of year	2020-12-31	$57,790,000
Contributions received in cash from employer	2020-12-31	$779,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$5,073
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$7,317,717
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$7,889,813
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	YEO & YEO, P.C.
Accountancy firm EIN	2020-12-31	382706146
2019 : LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$12,290,000
Total unrealized appreciation/depreciation of assets	2019-12-31	$12,290,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$7,889,813
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$8,456,409
Expenses. Interest paid	2019-12-31	$217,103
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$217,103
Total income from all sources (including contributions)	2019-12-31	$13,089,971
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$230,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$13,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$799,957
Value of total assets at end of year	2019-12-31	$57,828,292
Value of total assets at beginning of year	2019-12-31	$45,535,463
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$90
Total interest from all sources	2019-12-31	$14
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,901
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$128
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$90
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Income. Non cash contributions	2019-12-31	$8,834
Value of net income/loss	2019-12-31	$12,859,425
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$49,938,479
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$37,079,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$38,164
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$35,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$35,463
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$14
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$57,790,000
Assets. Invements in employer securities at beginning of year	2019-12-31	$45,500,000
Contributions received in cash from employer	2019-12-31	$788,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$13,353
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2019-12-31	$7,889,813
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$8,456,409
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	YEO & YEO, P.C.
Accountancy firm EIN	2019-12-31	382706146
2018 : LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$7,489,999
Total unrealized appreciation/depreciation of assets	2018-12-31	$7,489,999
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$8,456,409
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$8,999,974
Expenses. Interest paid	2018-12-31	$231,299
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$231,299
Total income from all sources (including contributions)	2018-12-31	$8,544,629
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$475,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$244,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,054,630
Value of total assets at end of year	2018-12-31	$45,535,463
Value of total assets at beginning of year	2018-12-31	$38,010,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$54
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Administrative expenses (other) incurred	2018-12-31	$54
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$8,069,028
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$37,079,054
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$29,010,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$35,463
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$45,500,000
Assets. Invements in employer securities at beginning of year	2018-12-31	$38,010,000
Contributions received in cash from employer	2018-12-31	$1,054,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$244,248
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2018-12-31	$8,456,409
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$8,999,974
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	YEO & YEO, P.C.
Accountancy firm EIN	2018-12-31	382706146
2017 : LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$21,520,000
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$8,999,974
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$9,529,920
Expenses. Interest paid	2017-12-31	$244,919
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-12-31	$244,919
Total income from all sources (including contributions)	2017-12-31	$22,316,839
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$266,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$21,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$796,839
Value of total assets at end of year	2017-12-31	$38,010,000
Value of total assets at beginning of year	2017-12-31	$16,490,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Other income not declared elsewhere	2017-12-31	$21,520,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$22,049,946
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$29,010,026
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,960,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$38,010,000
Assets. Invements in employer securities at beginning of year	2017-12-31	$16,490,000
Contributions received in cash from employer	2017-12-31	$796,839
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$21,974
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2017-12-31	$8,999,974
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$9,529,920
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	UHY, LLP
Accountancy firm EIN	2017-12-31	200694403
2016 : LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$9,529,920
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$12,046,471
Expenses. Interest paid	2016-12-31	$275,918
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2016-12-31	$275,918
Total income from all sources (including contributions)	2016-12-31	$11,794,865
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$275,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$774,865
Value of total assets at end of year	2016-12-31	$16,490,000
Value of total assets at beginning of year	2016-12-31	$7,487,604
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$748,760
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Other income not declared elsewhere	2016-12-31	$11,020,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$11,518,947
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,960,080
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$-4,558,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$16,490,000
Assets. Invements in employer securities at beginning of year	2016-12-31	$5,470,000
Contributions received in cash from employer	2016-12-31	$774,865
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$2,017,604
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2016-12-31	$9,529,920
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$12,046,471
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	UHY, LLP
Accountancy firm EIN	2016-12-31	200694403
2015 : LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$12,046,471
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Expenses. Interest paid	2015-12-31	$46,471
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-12-31	$46,471
Total income from all sources (including contributions)	2015-12-31	$-4,512,396
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$46,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,017,604
Value of total assets at end of year	2015-12-31	$7,487,604
Value of total assets at beginning of year	2015-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$20,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Other income not declared elsewhere	2015-12-31	$-6,530,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-4,558,867
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$-4,558,867
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at end of year	2015-12-31	$5,470,000
Assets. Invements in employer securities at beginning of year	2015-12-31	$0
Contributions received in cash from employer	2015-12-31	$2,017,604
Employer contributions (assets) at end of year	2015-12-31	$2,017,604
Employer contributions (assets) at beginning of year	2015-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2015-12-31	$12,046,471
Liabilities. Value of acquisition indebtedness at beginning of year	2015-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	UHY, LLP
Accountancy firm EIN	2015-12-31	200694403

Form 5500 Responses for LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2023: LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	First time form 5500 has been submitted	Yes
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

LEE CONTRACTING, INC. PROFIT SHARING PLAN [EIN = 742170535]

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Company Name:	LEE CONTRACTING INC
Employer identification number (EIN):	383243830
NAIC Classification:	238210
NAIC Description:	Electrical Contractors and Other Wiring Installation Contractors

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2006-08-03
Company Identification Number:	P06000101220
Legal Registered Office Address:	7514 NORTH CAMERON AVENUE TAMPA 33614

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2024-01-01	BONNIE MCLEAN
003	2023-01-01
003	2023-01-01	KRISTA FISH
003	2022-01-01
003	2022-01-01	KRISTA FISH
003	2021-01-01
003	2021-01-01	KRISTA FISH
003	2020-01-01
003	2019-01-01
003	2018-01-01	APRIL KLINE	2019-10-04
003	2017-01-01
003	2017-01-01
003	2016-01-01
003	2015-01-01