Lwin Family Co. Retirement Plan — Form 5500 plan (Lwin Family Co., LLC)

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, Lwin Family Co. Retirement Plan is a benefit plan reported by Lwin Family Co., LLC under EIN 56-2065375 and plan number 001. The latest loaded filing year is 2023. The filing reports 277 participants and $7,249,619 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lwin Family Co., LLC
EIN
56-2065375
Plan number
001
Plan type
2
Location
Charlotte, NC
Latest filing year
2023
Participants
277
End-of-year plan assets
$7,249,619

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023277H, C20240917124412NAL0001754867001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,249,619
Total liabilities (EOY)
$0
Net assets (EOY)
$7,249,619
Net assets (BOY)
$5,331,877

Income & contributions

Employer contributions
$366,178
Participant contributions
$693,736
Total contributions
$1,086,038
Total income / additions
$2,142,072

Expenses & distributions

Benefits paid
$208,888
Administrative expenses
$15,442
Total expenses
$224,330
Net increase / (decrease)
$1,917,742

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$15,442$02023

Related Form 5500 pages