Michael Lewis Company 401(K) Plan — Form 5500 plan (Michael Lewis Company)
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, Michael Lewis Company 401(K) Plan is a benefit plan reported by Michael Lewis Company under EIN 36-0905140 and plan number 001. The latest loaded filing year is 2023. The filing reports 189 participants and $39,168,567 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Michael Lewis Company
- EIN
- 36-0905140
- Plan number
- 001
- Plan type
- 2
- Location
- Mccook, IL
- Latest filing year
- 2023
- Participants
- 189
- End-of-year plan assets
- $39,168,567
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 189 | H, C | 20241007125236NAL0026156000001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,168,567
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,168,567
- Net assets (BOY)
- $33,914,179
Income & contributions
- Employer contributions
- $664,941
- Participant contributions
- $943,637
- Total contributions
- $1,608,578
- Total income / additions
- $7,169,642
Expenses & distributions
- Benefits paid
- $1,873,145
- Administrative expenses
- $42,109
- Total expenses
- $1,915,254
- Net increase / (decrease)
- $5,254,388
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Howard Simon & Associates, Inc. | RECORDKEEPING | $42,108 | not reported in the loaded dataset | 2023 |