Lionshead Specialty Tire & Whe 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Lionshead Specialty Tire & Whe)
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, Lionshead Specialty Tire & Whe 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Lionshead Specialty Tire & Whe under EIN 26-0971769 and plan number 001. The latest loaded filing year is 2023. The filing reports 251 participants and $2,213,635 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lionshead Specialty Tire & Whe
- EIN
- 26-0971769
- Plan number
- 001
- Plan type
- 2
- Location
- Goshen, IN
- Latest filing year
- 2023
- Participants
- 251
- End-of-year plan assets
- $2,213,635
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 251 | H, C | 20250117102309NAL0014703923001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,213,635
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,213,635
- Net assets (BOY)
- $1,393,360
Income & contributions
- Employer contributions
- $289,043
- Participant contributions
- $483,335
- Total contributions
- $930,738
- Total income / additions
- $1,255,911
Expenses & distributions
- Benefits paid
- $407,391
- Administrative expenses
- $28,245
- Total expenses
- $435,636
- Net increase / (decrease)
- $820,275
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $17,227 | not reported in the loaded dataset | 2023 |
| Levelized Compensation Advisor | INVESTMENT ADVISORY | $9,635 | not reported in the loaded dataset | 2023 |