2023 Form 5500 filing — Ledwell & Son Enterprises, Inc. 401k Plan & Trust
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 20241014145554NAL0026483153001) for Ledwell & Son Enterprises, Inc. 401k Plan & Trust, reported by Ledwell & Son Enterprises, Inc. under EIN 75-1090276 and plan number 001. It reports 518 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014145554NAL0026483153001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ledwell & Son Enterprises, Inc.
- EIN
- 75-1090276
- Plan number
- 001
- Location
- Texarkana, TX
- Participants
- 518
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,250,826
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,250,826
- Employer contributions
- $1,120,719
- Participant contributions
- $2,026,566
- Total income / additions
- $11,690,174
- Benefits paid
- $4,276,023
- Administrative expenses
- $40,555
- Total expenses
- $4,316,578
- Net increase / (decrease)
- $7,373,596
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Services Ad | SERVICE PROVIDER | $0 | $48,744 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $21,636 | not reported in the loaded dataset |
| Morningstar Investment Management | SERVICE PROVIDER | $11,186 | not reported in the loaded dataset |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $7,733 | not reported in the loaded dataset |