2023 Form 5500 filing — Lec/Cpi 401(K) And Profit Sharing 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 20240916162119NAL0002423456001) for Lec/Cpi 401(K) And Profit Sharing Plan, reported by Lakewood Electric Company under EIN 84-0865224 and plan number 001. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916162119NAL0002423456001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lakewood Electric Company
- EIN
- 84-0865224
- Plan number
- 001
- Location
- Englewood, CO
- Participants
- 227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,704,878
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,704,878
- Employer contributions
- $412,582
- Participant contributions
- $721,092
- Total income / additions
- $2,884,666
- Benefits paid
- $1,281,573
- Administrative expenses
- $46,343
- Total expenses
- $1,327,916
- Net increase / (decrease)
- $1,556,750
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Svcs | RETAINED BY PLAN SPONSOR | $24,172 | $0 |
| Edward D Jones & Company | INVESTMENT ADVISORY | $20,156 | not reported in the loaded dataset |