Alex Lee, Inc.

Hickory, NC

North Carolina

Registered In

06/03/1992

Incorp. Date

Company Summary

Alex Lee, Inc. at 120 4th ST Sw, Hickory, Nc 28602 lists Brian A. George and Kimberly D. George of Hickory, NC as associates.

Registered In: North Carolina
Incorporation Date: 06/03/1992
Registration Type: Domestic
Company Type: Business Corporation
Status: Current-Active
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Orgain, John B Registered Agent	120 4TH ST SW, HICKORY, NC 28602
Brian A. George CEO	PO BOX 800, HICKORY, NC 28603
Brian A. George President	PO BOX 800, HICKORY, NC 28603
Kimberly D. George Senior Vice President	PO BOX 800, HICKORY, NC 28603
John B Orgain Senior Vice President	PO BOX 800, HICKORY, NC 28603
Anita Harris Senior Vice President	PO BOX 800, HICKORY, NC 28603
Robert K Vipperman Senior Vice President	PO BOX 800, HICKORY, NC 28603
Timothy D. Lowe Vice President	PO BOX 800, HICKORY, NC 28603
John B Orgain Secretary	120 4TH ST SW, HICKORY, NC 28602
Brian A. George Chairman of the Board	PO BOX 800, HICKORY, NC 28603

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120 4TH ST SW, HICKORY, NC 28602 View Map

Financial Information for Alex Lee, Inc.

Form 5500

ALEX LEE, INC.

P.O. Box 800, Hickory, Nc 28603 (828) 725-4473 EIN:56-1780605 Plan Admin:Kim Davis

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameALEX LEE, INC. AND AFFILIATES PENSION PLAN Plan #001 Participants BOY/EOY7,810 / 6,534 Assets BOY/EOY$288,379,079 / $282,366,308	2022	ALEX LEE, INC. AND AFFILIATES PENSION PLAN - Plan #001	7,810 / 6,534	$288,379,079 / $282,366,308
2022	Plan NameALEX LEE, INC. AND AFFILIATES RETIREMENT SAVINGS PLAN Plan #003 Participants BOY/EOY10,003 / 12,406 Assets BOY/EOY$293,476,879 / $256,032,009	2022	ALEX LEE, INC. AND AFFILIATES RETIREMENT SAVINGS PLAN - Plan #003	10,003 / 12,406	$293,476,879 / $256,032,009
2022	Plan NameALEX LEE, INC. ACCIDENT INSURANCE PLAN Plan #512 Participants BOY/EOY3,169 / 0 Assets BOY/EOY$0 / $0	2022	ALEX LEE, INC. ACCIDENT INSURANCE PLAN - Plan #512	3,169 / 0	$0 / $0
2022	Plan NameALEX LEE, INC. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES Plan #520 Participants BOY/EOY675 / 0 Assets BOY/EOY$0 / $0	2022	ALEX LEE, INC. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES - Plan #520	675 / 0	$0 / $0
2022	Plan NameHEALTH BENEFITS PLAN FOR ALEX LEE, INC. ET AL Plan #501 Participants BOY/EOY3,802 / 0 Assets BOY/EOY$0 / $0	2022	HEALTH BENEFITS PLAN FOR ALEX LEE, INC. ET AL - Plan #501	3,802 / 0	$0 / $0
2022	Plan NameALEX LEE INC. LONG TERM DISABILITY PLAN Plan #511 Participants BOY/EOY5,578 / 0 Assets BOY/EOY$0 / $0	2022	ALEX LEE INC. LONG TERM DISABILITY PLAN - Plan #511	5,578 / 0	$0 / $0
2022	Plan NameALEX LEE, INC. CRITICAL ILLNESS INSURANCE PLAN Plan #514 Participants BOY/EOY2,579 / 0 Assets BOY/EOY$0 / $0	2022	ALEX LEE, INC. CRITICAL ILLNESS INSURANCE PLAN - Plan #514	2,579 / 0	$0 / $0
2022	Plan NameALEX LEE, INC. BUSINESS TRAVEL ACCIDENT PLAN Plan #513 Participants BOY/EOY5,571 / 0 Assets BOY/EOY$0 / $0	2022	ALEX LEE, INC. BUSINESS TRAVEL ACCIDENT PLAN - Plan #513	5,571 / 0	$0 / $0
2022	Plan NameALEX LEE, INC. INDIVIDUAL DISABILITY INSURANCE PLAN Plan #502 Participants BOY/EOY157 / 0 Assets BOY/EOY$0 / $0	2022	ALEX LEE, INC. INDIVIDUAL DISABILITY INSURANCE PLAN - Plan #502	157 / 0	$0 / $0
2022	Plan NameALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN Plan #510 Participants BOY/EOY5,862 / 0 Assets BOY/EOY$0 / $0	2022	ALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN - Plan #510	5,862 / 0	$0 / $0
2021	Plan NameALEX LEE, INC. AND AFFILIATES RETIREMENT SAVINGS PLAN Plan #003 Participants BOY/EOY8,093 / 10,017 Assets BOY/EOY$229,779,040 / $293,476,879	2021	ALEX LEE, INC. AND AFFILIATES RETIREMENT SAVINGS PLAN - Plan #003	8,093 / 10,017	$229,779,040 / $293,476,879
2021	Plan NameALEX LEE, INC. AND AFFILIATES PENSION PLAN Plan #001 Participants BOY/EOY7,384 / 6,958 Assets BOY/EOY$329,950,601 / $288,379,079	2021	ALEX LEE, INC. AND AFFILIATES PENSION PLAN - Plan #001	7,384 / 6,958	$329,950,601 / $288,379,079
2021	Plan NameALEX LEE, INC. CRITICAL ILLNESS INSURANCE PLAN Plan #514 Participants BOY/EOY2,176 / 0 Assets BOY/EOY$0 / $0	2021	ALEX LEE, INC. CRITICAL ILLNESS INSURANCE PLAN - Plan #514	2,176 / 0	$0 / $0
2021	Plan NameALEX LEE, INC. ACCIDENT INSURANCE PLAN Plan #512 Participants BOY/EOY2,685 / 0 Assets BOY/EOY$0 / $0	2021	ALEX LEE, INC. ACCIDENT INSURANCE PLAN - Plan #512	2,685 / 0	$0 / $0
2021	Plan NameALEX LEE, INC. INDIVIDUAL DISABILITY INSURANCE PLAN Plan #502 Participants BOY/EOY133 / 0 Assets BOY/EOY$0 / $0	2021	ALEX LEE, INC. INDIVIDUAL DISABILITY INSURANCE PLAN - Plan #502	133 / 0	$0 / $0
2021	Plan NameALEX LEE, INC. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES Plan #520 Participants BOY/EOY737 / 0 Assets BOY/EOY$0 / $0	2021	ALEX LEE, INC. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES - Plan #520	737 / 0	$0 / $0
2021	Plan NameALEX LEE INC. LONG TERM DISABILITY PLAN Plan #511 Participants BOY/EOY5,337 / 0 Assets BOY/EOY$0 / $0	2021	ALEX LEE INC. LONG TERM DISABILITY PLAN - Plan #511	5,337 / 0	$0 / $0
2021	Plan NameALEX LEE, INC. BUSINESS TRAVEL ACCIDENT PLAN Plan #513 Participants BOY/EOY5,210 / 0 Assets BOY/EOY$0 / $0	2021	ALEX LEE, INC. BUSINESS TRAVEL ACCIDENT PLAN - Plan #513	5,210 / 0	$0 / $0
2021	Plan NameHEALTH BENEFITS PLAN FOR ALEX LEE, INC. ET AL Plan #501 Participants BOY/EOY4,049 / 0 Assets BOY/EOY$0 / $0	2021	HEALTH BENEFITS PLAN FOR ALEX LEE, INC. ET AL - Plan #501	4,049 / 0	$0 / $0
2021	Plan NameALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN Plan #510 Participants BOY/EOY5,448 / 0 Assets BOY/EOY$0 / $0	2021	ALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN - Plan #510	5,448 / 0	$0 / $0
2020	Plan NameALEX LEE, INC. AND AFFILIATES PENSION PLAN Plan #001 Participants BOY/EOY6,205 / 5,770 Assets BOY/EOY$268,419,296 / $329,950,601	2020	ALEX LEE, INC. AND AFFILIATES PENSION PLAN - Plan #001	6,205 / 5,770	$268,419,296 / $329,950,601
2020	Plan NameALEX LEE, INC. AND AFFILIATES RETIREMENT SAVINGS PLAN Plan #003 Participants BOY/EOY7,535 / 8,096 Assets BOY/EOY$203,811,645 / $229,779,040	2020	ALEX LEE, INC. AND AFFILIATES RETIREMENT SAVINGS PLAN - Plan #003	7,535 / 8,096	$203,811,645 / $229,779,040
2020	Plan NameALEX LEE, INC. ACCIDENT INSURANCE PLAN Plan #512 Participants BOY/EOY2,475 / 0 Assets BOY/EOY$0 / $0	2020	ALEX LEE, INC. ACCIDENT INSURANCE PLAN - Plan #512	2,475 / 0	$0 / $0
2020	Plan NameALEX LEE, INC. CRITICAL ILLNESS INSURANCE PLAN Plan #514 Participants BOY/EOY1,931 / 0 Assets BOY/EOY$0 / $0	2020	ALEX LEE, INC. CRITICAL ILLNESS INSURANCE PLAN - Plan #514	1,931 / 0	$0 / $0
2020	Plan NameHEALTH BENEFITS PLAN FOR ALEX LEE, INC. ET AL Plan #501 Participants BOY/EOY2,989 / 0 Assets BOY/EOY$0 / $0	2020	HEALTH BENEFITS PLAN FOR ALEX LEE, INC. ET AL - Plan #501	2,989 / 0	$0 / $0
2020	Plan NameALEX LEE INC. LONG TERM DISABILITY PLAN Plan #511 Participants BOY/EOY3,832 / 0 Assets BOY/EOY$0 / $0	2020	ALEX LEE INC. LONG TERM DISABILITY PLAN - Plan #511	3,832 / 0	$0 / $0
2020	Plan NameALEX LEE, INC. BUSINESS TRAVEL ACCIDENT PLAN Plan #513 Participants BOY/EOY4,930 / 0 Assets BOY/EOY$0 / $0	2020	ALEX LEE, INC. BUSINESS TRAVEL ACCIDENT PLAN - Plan #513	4,930 / 0	$0 / $0
2020	Plan NameALEX LEE, INC. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES Plan #520 Participants BOY/EOY742 / 0 Assets BOY/EOY$0 / $0	2020	ALEX LEE, INC. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES - Plan #520	742 / 0	$0 / $0
2020	Plan NameALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN Plan #510 Participants BOY/EOY3,927 / 0 Assets BOY/EOY$0 / $0	2020	ALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN - Plan #510	3,927 / 0	$0 / $0
2020	Plan NameALEX LEE, INC. INDIVIDUAL DISABILITY INSURANCE PLAN Plan #502 Participants BOY/EOY113 / 0 Assets BOY/EOY$0 / $0	2020	ALEX LEE, INC. INDIVIDUAL DISABILITY INSURANCE PLAN - Plan #502	113 / 0	$0 / $0
2019	Plan NameALEX LEE, INC. AND AFFILIATES PENSION PLAN Plan #001 Participants BOY/EOY5,943 / 5,633 Assets BOY/EOY$248,123,385 / $268,419,296	2019	ALEX LEE, INC. AND AFFILIATES PENSION PLAN - Plan #001	5,943 / 5,633	$248,123,385 / $268,419,296
2019	Plan NameALEX LEE, INC. AND AFFILIATES RETIREMENT SAVINGS PLAN Plan #003 Participants BOY/EOY6,449 / 7,542 Assets BOY/EOY$171,985,844 / $203,811,645	2019	ALEX LEE, INC. AND AFFILIATES RETIREMENT SAVINGS PLAN - Plan #003	6,449 / 7,542	$171,985,844 / $203,811,645
2019	Plan NameALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN Plan #510 Participants BOY/EOY3,959 / 0 Assets BOY/EOY$0 / $0	2019	ALEX LEE INC. EMPLOYEE, DEPENDENT LIFE INSURANCE AND AD&D PLAN - Plan #510	3,959 / 0	$0 / $0
2019	Plan NameALEX LEE, INC. INDIVIDUAL DISABILITY INSURANCE PLA Plan #502 Participants BOY/EOY93 / 0 Assets BOY/EOY$0 / $0	2019	ALEX LEE, INC. INDIVIDUAL DISABILITY INSURANCE PLA - Plan #502	93 / 0	$0 / $0
2019	Plan NameALEX LEE, INC. ACCIDENT INSURANCE PLAN Plan #512 Participants BOY/EOY1,848 / 0 Assets BOY/EOY$0 / $0	2019	ALEX LEE, INC. ACCIDENT INSURANCE PLAN - Plan #512	1,848 / 0	$0 / $0
2019	Plan NameHEALTH BENEFITS PLAN FOR ALEX LEE, INC. ET AL Plan #501 Participants BOY/EOY2,960 / 0 Assets BOY/EOY$0 / $0	2019	HEALTH BENEFITS PLAN FOR ALEX LEE, INC. ET AL - Plan #501	2,960 / 0	$0 / $0
2019	Plan NameALEX LEE, INC. CRITICAL ILLNESS INSURANCE PLAN Plan #514 Participants BOY/EOY1,609 / 0 Assets BOY/EOY$0 / $0	2019	ALEX LEE, INC. CRITICAL ILLNESS INSURANCE PLAN - Plan #514	1,609 / 0	$0 / $0
2019	Plan NameALEX LEE, INC. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES Plan #520 Participants BOY/EOY870 / 0 Assets BOY/EOY$0 / $0	2019	ALEX LEE, INC. GROUP BENEFITS PROGRAM FOR PART-TIME EMPLOYEES - Plan #520	870 / 0	$0 / $0
2019	Plan NameALEX LEE, INC. BUSINESS TRAVEL ACCIDENT PLAN Plan #513 Participants BOY/EOY3,730 / 0 Assets BOY/EOY$0 / $0	2019	ALEX LEE, INC. BUSINESS TRAVEL ACCIDENT PLAN - Plan #513	3,730 / 0	$0 / $0
2019	Plan NameALEX LEE INC. LONG TERM DISABILITY PLAN Plan #511 Participants BOY/EOY3,733 / 0 Assets BOY/EOY$0 / $0	2019	ALEX LEE INC. LONG TERM DISABILITY PLAN - Plan #511	3,733 / 0	$0 / $0

Benefit & Retirement Plans based on Form 5500.

PPP Loans

ALEX LEE

2361 Hurt Dr, Rocky Mount, NC 27804-7977 Industry:Specialized Freight (except Used Goods) Trucking, Long-Distance Ethnicity:Not Hispanic or Latino Race:Black or African American Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/08/2021	Approved$12,500 Forgiven$12,563 LenderCapital Plus Financial, LLC Jobs1	04/08/2021	$12,500	$12,563	Capital Plus Financial, LLC	1

PPP Loans based on Paycheck Protection Program.

Address Match:120 4th St Sw Hickory, NC

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Person/City Match:Orgain John B - Hickory, NC

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Person/City Match:Brian A George - Hickory, NC

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Person/City Match:John B Orgain - Hickory, NC

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The following government agencies have contributed data:

North Carolina Secretary of State U.S. Department of Labor U.S. Small Business Administration

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