Lewco, Inc. 401k Plan — Form 5500 plan (Lewco, 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, Lewco, Inc. 401k Plan is a benefit plan reported by Lewco, Inc under EIN 34-1006008 and plan number 001. The latest loaded filing year is 2023. The filing reports 369 participants and $12,313,266 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lewco, Inc
- EIN
- 34-1006008
- Plan number
- 001
- Plan type
- 2
- Location
- Sandusky, OH
- Latest filing year
- 2023
- Participants
- 369
- End-of-year plan assets
- $12,313,266
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 369 | H, C | 20241015201648NAL0017169763001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,313,266
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,313,266
- Net assets (BOY)
- $8,690,703
Income & contributions
- Employer contributions
- $643,012
- Participant contributions
- $1,448,050
- Total contributions
- $3,007,842
- Total income / additions
- $4,429,229
Expenses & distributions
- Benefits paid
- $765,071
- Administrative expenses
- $41,595
- Total expenses
- $806,666
- Net increase / (decrease)
- $3,622,563
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fourth Dimension Wealth LLC | INVESTMENT ADVISORY | $15,669 | not reported in the loaded dataset | 2023 |
| Definiti, LLC | RECORDKEEPER | $14,537 | $0 | 2023 |
| Transamerica Life Insurance Company | RECORDKEEPER | $8,255 | $0 | 2023 |
| Lpl Financial Corporation | INVESTMENT ADVISORY | $3,134 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lewco, Inc
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Sandusky, OH
- Fourth Dimension Wealth LLC — Schedule C compensation
- Definiti, LLC — Schedule C compensation
- Transamerica Life Insurance Company — Schedule C compensation
- Lpl Financial Corporation — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation