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, North Coast Holdings Employee Stock Ownership Plan is a benefit plan reported by Lewis Tree Service, Inc. under EIN 16-1004851 and plan number 004. The latest loaded filing year is 2023. The filing reports 6,868 participants and $406,002,646 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $406,002,646
- Total liabilities (EOY)
- $71,948,156
- Net assets (EOY)
- $334,054,490
- Net assets (BOY)
- $327,844,199
Income & contributions
- Employer contributions
- $4,218,613
- Total contributions
- $10,799,228
- Total income / additions
- $25,619,775
Expenses & distributions
- Benefits paid
- $17,643,610
- Administrative expenses
- $16,017
- Total expenses
- $19,409,484
- Net increase / (decrease)
- $6,210,291