2023 Form 5500 filing — Carmeuse Lime, 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 20241014103037NAL0044157328001) for Carmeuse Lime, Inc. 401(K) Plan, reported by Carmeuse Lime, Inc. under EIN 36-3933140 and plan number 020. It reports 1,280 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)$172.5MReported net assets$172,496,486
Participants1.3K1,280
Provider compensation$190.9K4 Schedule C row(s)$190,881
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014103037NAL0044157328001
- Plan sponsor
- Carmeuse Lime, Inc.
- EIN
- 36-3933140
- Plan number
- 020
- Location
- Pittsburgh, PA
- Received date
- not reported in the loaded dataset
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)$172.5M total assets
Net assets$172.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $172,496,486
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $172,496,486
- Employer contributions
- $5,975,785
- Participant contributions
- $8,313,561
- Total income / additions
- $41,576,276
- Benefits paid
- $15,914,095
- Administrative expenses
- $175,309
- Total expenses
- $16,108,448
- Net increase / (decrease)
- $25,467,828
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $93,705 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $57,876 | $0 |
| Clearstead Advisors LLC | INVESTMENT ADVISOR | $20,600 | not reported in the loaded dataset |
| Schneider Downs | ACCOUNTANT/AUDITOR | $18,700 | not reported in the loaded dataset |