2023 Form 5500 filing — Lewis Food Town, 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 20241016104319NAL0031627329001) for Lewis Food Town, Inc. 401(K) Plan, reported by Lewis Food Town, Inc. under EIN 76-0432940 and plan number 002. It reports 1,657 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016104319NAL0031627329001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lewis Food Town, Inc.
- EIN
- 76-0432940
- Plan number
- 002
- Location
- Houston, TX
- Participants
- 1,657
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,246,203
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,246,203
- Employer contributions
- $127,173
- Participant contributions
- $686,690
- Total income / additions
- $2,918,745
- Benefits paid
- $1,971,440
- Administrative expenses
- $96,468
- Total expenses
- $2,074,517
- Net increase / (decrease)
- $844,228
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $44,606 | not reported in the loaded dataset |
| Fondren Oaks Capital Management | NONE | $36,731 | not reported in the loaded dataset |
| Ham, Langston & Brezina, Llp | NONE | $13,983 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $6,579 | $0 |