Lucas Plumbing & Heating Inc 401k Plan — Form 5500 plan (Lucas Plumbing & Heating, 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, Lucas Plumbing & Heating Inc 401k Plan is a benefit plan reported by Lucas Plumbing & Heating, Inc. under EIN 34-0967099 and plan number 005. The latest loaded filing year is 2023. The filing reports 11 participants and $2,889,879 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lucas Plumbing & Heating, Inc.
- EIN
- 34-0967099
- Plan number
- 005
- Plan type
- 2
- Location
- Lorain, OH
- Latest filing year
- 2023
- Participants
- 11
- End-of-year plan assets
- $2,889,879
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11 | I | 20240528081626NAL0005195187001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,889,879
- Net assets (EOY)
- $2,889,879
- Net assets (BOY)
- $2,378,275
Income & contributions
- Employer contributions
- $129,051
- Participant contributions
- $76,775
- Total income / additions
- $521,603
Expenses & distributions
- Administrative expenses
- $9,999
- Total expenses
- $9,999
- Net increase / (decrease)
- $511,604
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.