Carmeuse Lime, Inc. 401(K) Savings Plan — Form 5500 plan (Carmeuse Lime, 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, Carmeuse Lime, Inc. 401(K) Savings Plan is a benefit plan reported by Carmeuse Lime, Inc. under EIN 36-3933140 and plan number 025. The latest loaded filing year is 2023. The filing reports 185 participants and $10,256,535 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.3MPlan net assets, end of year$10,256,535
Participants185Covered participants reported
Assets / participant$55.4KComputed: assets ÷ participants$55,441 (computed)
Provider compensation$12.8K1 Schedule C provider row(s)$12,816
Plan sponsor
Carmeuse Lime, Inc.
EIN
36-3933140
Plan number
025
Plan type
2
Location
Pittsburgh, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023185H, C20241011175259NAL0012827795001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$10.3M total assets
Net assets$10.3MLiabilities$0
Money in vs. money out
Total income / additions$3.2M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$550K
Participant$885.3K
Full reported line items

Net assets

Total assets (EOY)
$10,256,535
Total liabilities (EOY)
$0
Net assets (EOY)
$10,256,535
Net assets (BOY)
$8,398,140

Income & contributions

Employer contributions
$549,994
Participant contributions
$885,275
Total contributions
$1,435,269
Total income / additions
$3,160,263

Expenses & distributions

Benefits paid
$1,215,234
Administrative expenses
$13,333
Total expenses
$1,228,567
Net increase / (decrease)
$1,931,696
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 38%Participant 62%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income38%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$12,816$02023

Related Form 5500 pages