2023 Form 5500 filing — H.F. Lenz Company 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 20241002062950NAL0013737008001) for H.F. Lenz Company 401(K) And Profit Sharing Plan, reported by H.F. Lenz Company under EIN 25-1007465 and plan number 002. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002062950NAL0013737008001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- H.F. Lenz Company
- EIN
- 25-1007465
- Plan number
- 002
- Location
- Johnstown, PA
- Participants
- 227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,258,217
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,258,217
- Employer contributions
- $751,316
- Participant contributions
- $1,457,345
- Total income / additions
- $9,309,476
- Benefits paid
- $4,439,628
- Administrative expenses
- $115,907
- Total expenses
- $4,555,574
- Net increase / (decrease)
- $4,753,902
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $60,772 | $344 |
| First National Trust Company | NONE | $55,134 | not reported in the loaded dataset |