Lensing Wholesale, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Lensing Wholesale 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, Lensing Wholesale, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Lensing Wholesale Inc. under EIN 35-0838284 and plan number 001. The latest loaded filing year is 2023. The filing reports 143 participants and $12,450,428 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lensing Wholesale Inc.
EIN
35-0838284
Plan number
001
Plan type
2
Location
Evansville, IN
Latest filing year
2023
Participants
143
End-of-year plan assets
$12,450,428

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023143H, C20240927153924NAL0004908802001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,450,428
Total liabilities (EOY)
$0
Net assets (EOY)
$12,450,428
Net assets (BOY)
$13,228,072

Income & contributions

Employer contributions
$230,000
Participant contributions
$706,220
Total contributions
$936,220
Total income / additions
$2,898,802

Expenses & distributions

Benefits paid
$3,617,408
Administrative expenses
$40,008
Total expenses
$3,676,446
Net increase / (decrease)
-$777,644

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Old National Wealth ManagementADVISOR$25,800not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$14,208$02023

Related Form 5500 pages