2023 Form 5500 filing — Lucas Plumbing & Heating Inc 401k Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240528081626NAL0005195187001) for Lucas Plumbing & Heating Inc 401k Plan, reported by Lucas Plumbing & Heating, Inc. under EIN 34-0967099 and plan number 005. It reports 11 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240528081626NAL0005195187001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lucas Plumbing & Heating, Inc.
- EIN
- 34-0967099
- Plan number
- 005
- Location
- Lorain, OH
- Participants
- 11
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,889,879
- Net assets (EOY)
- $2,889,879
- Employer contributions
- $129,051
- Participant contributions
- $76,775
- Total income / additions
- $521,603
- Administrative expenses
- $9,999
- Total expenses
- $9,999
- Net increase / (decrease)
- $511,604
- Schedule source
- Schedule I