2023 Form 5500 filing — Lwin Family Co. Retirement 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 20240917124412NAL0001754867001) for Lwin Family Co. Retirement Plan, reported by Lwin Family Co., LLC under EIN 56-2065375 and plan number 001. It reports 277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$7.2MReported net assets$7,249,619
Participants277
Provider compensation$15.4K1 Schedule C row(s)$15,442
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240917124412NAL0001754867001
- Plan sponsor
- Lwin Family Co., LLC
- EIN
- 56-2065375
- Plan number
- 001
- Location
- Charlotte, NC
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$7.2M total assets
Net assets$7.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,249,619
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,249,619
- Employer contributions
- $366,178
- Participant contributions
- $693,736
- Total income / additions
- $2,142,072
- Benefits paid
- $208,888
- Administrative expenses
- $15,442
- Total expenses
- $224,330
- Net increase / (decrease)
- $1,917,742
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $15,442 | $0 |