2023 Form 5500 filing — G.W. Lisk Company, Inc. Employees' Savings & Investment 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 20241003115827NAL0010505921001) for G.W. Lisk Company, Inc. Employees' Savings & Investment Plan, reported by G.W. Lisk Company, Inc. under EIN 16-0771409 and plan number 002. It reports 856 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)$51.5MReported net assets$51,537,877
Participants856
Provider compensation$156.7K2 Schedule C row(s)$156,680
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241003115827NAL0010505921001
Plan sponsor
G.W. Lisk Company, Inc.
EIN
16-0771409
Plan number
002
Location
Clifton Springs, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$51.5M total assets
Net assets$51.5MLiabilities$0
Money in vs. money out
Total income / additions$14.2M
Total expenses$8.6M
Benefits paid / distributions$8.5M
Contributions
Employer$352.4K
Participant$3.5M
Full reported line items
Total assets (EOY)
$51,537,877
Total liabilities (EOY)
$0
Net assets (EOY)
$51,537,877
Employer contributions
$352,374
Participant contributions
$3,469,395
Total income / additions
$14,249,088
Benefits paid
$8,463,169
Administrative expenses
$156,680
Total expenses
$8,626,326
Net increase / (decrease)
$5,622,762
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $78.4K
  2. 2
    RECORDKEEPER · Direct $78.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003115827NAL0010505921001 cover?
It is the 2023 Form 5500 filing for G.W. Lisk Company, Inc. Employees' Savings & Investment Plan, reported by G.W. Lisk Company, Inc. (EIN 16-0771409).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages