2023 Form 5500 filing — Lensing Wholesale, Inc. 401(K) Profit Sharing Plan And Trust
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 20240927153924NAL0004908802001) for Lensing Wholesale, Inc. 401(K) Profit Sharing Plan And Trust, reported by Lensing Wholesale Inc. under EIN 35-0838284 and plan number 001. It reports 143 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927153924NAL0004908802001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lensing Wholesale Inc.
- EIN
- 35-0838284
- Plan number
- 001
- Location
- Evansville, IN
- Participants
- 143
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,450,428
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,450,428
- Employer contributions
- $230,000
- Participant contributions
- $706,220
- Total income / additions
- $2,898,802
- Benefits paid
- $3,617,408
- Administrative expenses
- $40,008
- Total expenses
- $3,676,446
- Net increase / (decrease)
- -$777,644
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Old National Wealth Management | ADVISOR | $25,800 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $14,208 | $0 |