Plan5500

Lexmark Retirement Growth Account Plan Ii — Form 5500 plan (Lexmark International, Inc.)

Plain-English plan 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, Lexmark Retirement Growth Account Plan Ii is a benefit plan reported by Lexmark International, Inc. under EIN 06-1308215 and plan number 003. The latest loaded filing year is 2023. The filing reports 649 participants and $12,278,120 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lexmark International, Inc.
EIN
06-1308215
Plan number
003
Plan type
2
Location
Lexington, KY
Latest filing year
2023
Participants
649
End-of-year plan assets
$12,278,120

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023649H, C20241010145949NAL0010164003001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,278,120
Net assets (EOY)
$12,278,120
Net assets (BOY)
$11,723,261

Income & contributions

Total income / additions
$1,147,188

Expenses & distributions

Benefits paid
$432,426
Administrative expenses
$159,903
Total expenses
$592,329
Net increase / (decrease)
$554,859

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mercer (Us) IncNONE$27,996not reported in the loaded dataset2023
Fidelity Inv Inst Ops CoNONE$27,755not reported in the loaded dataset2023
Mcm Cpas & Advisors LlpNONE$16,065not reported in the loaded dataset2023

Related Form 5500 pages