Lewis Management Corp. 401(K) Plan — Form 5500 plan (Lewis Management Corp.)
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 Management Corp. 401(K) Plan is a benefit plan reported by Lewis Management Corp. under EIN 47-2958500 and plan number 001. The latest loaded filing year is 2023. The filing reports 684 participants and $59,106,389 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lewis Management Corp.
- EIN
- 47-2958500
- Plan number
- 001
- Plan type
- 2
- Location
- Upland, CA
- Latest filing year
- 2023
- Participants
- 684
- End-of-year plan assets
- $59,106,389
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 684 | H, C | 20240930150024NAL0005847329001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,106,389
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,106,389
- Net assets (BOY)
- $49,904,404
Income & contributions
- Employer contributions
- $1,773,815
- Participant contributions
- $3,859,365
- Total contributions
- $5,688,109
- Total income / additions
- $15,760,900
Expenses & distributions
- Benefits paid
- $6,532,619
- Administrative expenses
- $26,296
- Total expenses
- $6,558,915
- Net increase / (decrease)
- $9,201,985
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $18,883 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $7,413 | $0 | 2023 |