2023 Form 5500 filing — Pro Equine Group, Inc. 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 20241002053354NAL0003823155001) for Pro Equine Group, Inc. 401(K) Plan, reported by Lewa, Inc. under EIN 36-3552811 and plan number 001. It reports 475 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002053354NAL0003823155001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lewa, Inc.
- EIN
- 36-3552811
- Plan number
- 001
- Location
- Glenview, IL
- Participants
- 475
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,109,136
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,109,136
- Participant contributions
- $946,298
- Total income / additions
- $2,815,511
- Benefits paid
- $871,239
- Administrative expenses
- $34,910
- Total expenses
- $924,464
- Net increase / (decrease)
- $1,891,047
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning Holdco, LLC | INVESTMENT/FINANCIAL ADVI | $28,915 | $0 |
| Adp, Inc. | RECORD KEEPER | $5,994 | $0 |