Liesener Soils & Trucking, Inc. Employees Profit Sharing Plan — Form 5500 plan (Liesener Soils, 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, Liesener Soils & Trucking, Inc. Employees Profit Sharing Plan is a benefit plan reported by Liesener Soils, Inc. under EIN 39-1136549 and plan number 001. The latest loaded filing year is 2023. The filing reports 42 participants and $9,467,921 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.5MPlan net assets, end of year$9,467,921
Participants42Covered participants reported
Assets / participant$225.4KComputed: assets ÷ participants$225,427 (computed)
Provider compensationNone reported
Plan sponsor
Liesener Soils, Inc.
EIN
39-1136549
Plan number
001
Plan type
2
Location
Jackson, WI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202342I20240724095221NAL0020062752001
Schedule I · 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)$9.5M total assets
Net assets$9.5MLiabilities$0
Money in vs. money out
Total income / additions$941.5K
Total expenses$4.9K
Benefits paid / distributions$4.8K
Contributions
Employer$0
Participant$22.9K
Full reported line items

Net assets

Total assets (EOY)
$9,467,921
Total liabilities (EOY)
$0
Net assets (EOY)
$9,467,921
Net assets (BOY)
$8,531,303

Income & contributions

Employer contributions
$0
Participant contributions
$22,879
Total income / additions
$941,512

Expenses & distributions

Benefits paid
$4,769
Administrative expenses
$125
Total expenses
$4,894
Net increase / (decrease)
$936,618
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 0%Participant 100%
Total expenses ÷ net assets0%Computed ratio
Benefits paid ÷ total income1%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages