2023 Form 5500 filing — Lone Star Corporation 401k 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 20241009165311NAL0033446560001) for Lone Star Corporation 401k Plan, reported by Lone Star Instrumentation And Electric Corporation under EIN 27-1086228 and plan number 001. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241009165311NAL0033446560001
Filing year
2023
Form type
2
Plan sponsor
Lone Star Instrumentation And Electric Corporation
EIN
27-1086228
Plan number
001
Location
Odessa, TX
Participants
188
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$6,400,364
Total liabilities (EOY)
$0
Net assets (EOY)
$6,400,364
Employer contributions
$389,665
Participant contributions
$438,625
Total income / additions
$1,887,847
Benefits paid
$897,918
Administrative expenses
$0
Total expenses
$899,815
Net increase / (decrease)
$988,032
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Pentec Pension Management Group IncCONTRACT ADMIN$0$2,678
Empower Annuity Insurance CompanyRECORDKEEPER$1,822$0

Related Form 5500 pages