Lewis, Kisch & Associates, Ltd 401k Plan — Form 5500 plan (Lewis, Kisch & Associates, Ltd)
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, Lewis, Kisch & Associates, Ltd 401k Plan is a benefit plan reported by Lewis, Kisch & Associates, Ltd under EIN 41-1620961 and plan number 001. The latest loaded filing year is 2023. The filing reports 13 participants and $2,405,825 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lewis, Kisch & Associates, Ltd
- EIN
- 41-1620961
- Plan number
- 001
- Plan type
- 2
- Location
- Hastings, MN
- Latest filing year
- 2023
- Participants
- 13
- End-of-year plan assets
- $2,405,825
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13 | I | 20240614130404NAL0032025969001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,405,825
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,405,825
- Net assets (BOY)
- $1,798,731
Income & contributions
- Employer contributions
- $38,567
- Participant contributions
- $144,417
- Total income / additions
- $641,382
Expenses & distributions
- Benefits paid
- $33,898
- Administrative expenses
- $390
- Total expenses
- $34,288
- Net increase / (decrease)
- $607,094
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.