The Ben Lewis Plumbing Profit Sharing Retirement Plan — Form 5500 plan (Ben Lewis Plumbing)
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, The Ben Lewis Plumbing Profit Sharing Retirement Plan is a benefit plan reported by Ben Lewis Plumbing under EIN 52-0915291 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $9,093,868 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ben Lewis Plumbing
- EIN
- 52-0915291
- Plan number
- 001
- Plan type
- 2
- Location
- Clarksburg, MD
- Latest filing year
- 2023
- Participants
- 276
- End-of-year plan assets
- $9,093,868
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 276 | H, C | 20241015105724NAL0014441251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,093,868
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,093,868
- Net assets (BOY)
- $7,058,328
Income & contributions
- Employer contributions
- $600,000
- Participant contributions
- $200,526
- Total contributions
- $800,526
- Total income / additions
- $2,280,388
Expenses & distributions
- Benefits paid
- $199,592
- Administrative expenses
- $45,256
- Total expenses
- $244,848
- Net increase / (decrease)
- $2,035,540
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cpi Qualified Plan Consultants, Inc | NONE | $13,926 | not reported in the loaded dataset | 2023 |
| Cetera Advisors Networks LLC | NONE | $4,989 | not reported in the loaded dataset | 2023 |
| Cetera Investment Advisors LLC | NONE | $2,744 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ben Lewis Plumbing
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Clarksburg, MD
- Cpi Qualified Plan Consultants, Inc — Schedule C compensation
- Cetera Advisors Networks LLC — Schedule C compensation
- Cetera Investment Advisors LLC — Schedule C compensation