2023 Form 5500 filing — Lewis Management Corp. 401(K) 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 20240930150024NAL0005847329001) for Lewis Management Corp. 401(K) Plan, reported by Lewis Management Corp. under EIN 47-2958500 and plan number 001. It reports 684 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930150024NAL0005847329001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lewis Management Corp.
- EIN
- 47-2958500
- Plan number
- 001
- Location
- Upland, CA
- Participants
- 684
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,106,389
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,106,389
- Employer contributions
- $1,773,815
- Participant contributions
- $3,859,365
- Total income / additions
- $15,760,900
- Benefits paid
- $6,532,619
- Administrative expenses
- $26,296
- Total expenses
- $6,558,915
- Net increase / (decrease)
- $9,201,985
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $18,883 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $7,413 | $0 |