Lw Management, Inc. 401(K) Plan — Form 5500 plan (L.W. Management, 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, Lw Management, Inc. 401(K) Plan is a benefit plan reported by L.W. Management, Inc. under EIN 20-2596828 and plan number 001. The latest loaded filing year is 2023. The filing reports 534 participants and $6,852,494 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
L.W. Management, Inc.
EIN
20-2596828
Plan number
001
Plan type
2
Location
North Mankato, MN
Latest filing year
2023
Participants
534
End-of-year plan assets
$6,852,494

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023534H, C20241010164002NAL0011743123001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,852,494
Total liabilities (EOY)
$0
Net assets (EOY)
$6,852,494
Net assets (BOY)
$5,696,246

Income & contributions

Employer contributions
$0
Participant contributions
$670,452
Total contributions
$670,452
Total income / additions
$1,633,415

Expenses & distributions

Benefits paid
$469,289
Administrative expenses
$7,878
Total expenses
$477,167
Net increase / (decrease)
$1,156,248

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Minnesota Life Insurance CompanyNONE$7,878$02023

Related Form 5500 pages