2023 Form 5500 filing — North Coast Holdings Employee Stock Ownership 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 20241009123923NAL0019179217001) for North Coast Holdings Employee Stock Ownership Plan, reported by Lewis Tree Service, Inc. under EIN 16-1004851 and plan number 004. It reports 6,868 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009123923NAL0019179217001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lewis Tree Service, Inc.
- EIN
- 16-1004851
- Plan number
- 004
- Location
- West Henrietta, NY
- Participants
- 6,868
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $406,002,646
- Total liabilities (EOY)
- $71,948,156
- Net assets (EOY)
- $334,054,490
- Employer contributions
- $4,218,613
- Total income / additions
- $25,619,775
- Benefits paid
- $17,643,610
- Administrative expenses
- $16,017
- Total expenses
- $19,409,484
- Net increase / (decrease)
- $6,210,291
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $75 | $0 |