2023 Form 5500 filing — Lewis Marine Supply LLC 401(K) Profit Sharing 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 20241015095238NAL0016089347001) for Lewis Marine Supply LLC 401(K) Profit Sharing Plan & Trust, reported by Lewis Marine Supply LLC under EIN 83-3169627 and plan number 001. It reports 246 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015095238NAL0016089347001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lewis Marine Supply LLC
- EIN
- 83-3169627
- Plan number
- 001
- Location
- Fort Lauderdale, FL
- Participants
- 246
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,549,458
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,549,458
- Employer contributions
- $204,310
- Participant contributions
- $343,820
- Total income / additions
- $1,092,837
- Benefits paid
- $1,353,931
- Administrative expenses
- $24,868
- Total expenses
- $1,378,799
- Net increase / (decrease)
- -$285,962
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aprio Wealth Management | ADVISOR | $13,286 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $7,072 | not reported in the loaded dataset |