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 & Raulerson, Inc. 401(K) Plan is a benefit plan reported by Lewis & Raulerson, Inc. under EIN 58-1715334 and plan number 001. The latest loaded filing year is 2023. The filing reports 330 participants and $6,319,902 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,319,902
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,319,902
- Net assets (BOY)
- $5,122,847
Income & contributions
- Employer contributions
- $272,033
- Participant contributions
- $433,920
- Total contributions
- $705,953
- Total income / additions
- $1,551,833
Expenses & distributions
- Benefits paid
- $287,298
- Administrative expenses
- $67,480
- Total expenses
- $354,778
- Net increase / (decrease)
- $1,197,055