2023 Form 5500 filing — G.W. Lisk Company, Inc. 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 20241014121255NAL0044440208001) for G.W. Lisk Company, Inc. Employee Stock Ownership Plan, reported by G.W. Lisk Company under EIN 16-0771409 and plan number 003. It reports 751 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$61.6MReported net assets$61,647,438
Participants751
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241014121255NAL0044440208001
Plan sponsor
G.W. Lisk Company
EIN
16-0771409
Plan number
003
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)$62.3M total assets
Net assets$61.6MLiabilities$647.7K
Money in vs. money out
Total income / additions$13.1M
Total expenses$738.6K
Benefits paid / distributions$738.6K
Full reported line items
Total assets (EOY)
$62,295,161
Total liabilities (EOY)
$647,723
Net assets (EOY)
$61,647,438
Total income / additions
$13,077,876
Benefits paid
$738,633
Administrative expenses
$0
Total expenses
$738,633
Net increase / (decrease)
$12,339,243

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014121255NAL0044440208001 cover?
It is the 2023 Form 5500 filing for G.W. Lisk Company, Inc. Employee Stock Ownership Plan, reported by G.W. Lisk Company (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).

Related Form 5500 pages