Lee & Mason Financial Services INC.
Northville, NY, 12134
- Plans
- 3
- Total participants
- 1,278
- Filing years
- 2024, 2023, 2022, 2021, 2020
- NAICS
- 524210
Benefit plans on file
| Year | Form | Plan # | Plan name | Participants |
|---|---|---|---|---|
| 2024 | Form 5500 | 002 | Lee & Mason Financial Services, INC. 401(K) Plan | 167 |
| 2024 | Form 5500 | 501 | Lee & Mason Financial Services INC | 113 |
| 2024 | Form 5500 | 502 | Lee & Mason Financial Services INC | 157 |
| 2023 | Form 5500 | 002 | Lee & Mason Financial Services, INC. 401(K) Plan | 152 |
| 2023 | Form 5500 | 501 | Lee & Mason Financial Services, INC. | 102 |
| 2023 | Form 5500 | 502 | Lee & Mason Financial Services INC | 144 |
| 2022 | Form 5500 | 002 | Lee & Mason Financial Services, INC. 401(K) Plan | 155 |
| 2021 | Form 5500 | 002 | Lee & Mason Financial Services, INC. 401(K) Plan | 142 |
| 2020 | Form 5500 | 002 | Lee & Mason Financial Services, INC. 401(K) Plan | 146 |
Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.
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