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-Watkins-Farmer Agency, Inc. 401(K) Plan is a benefit plan reported by Lewis-Watkins-Farmer Agency, Inc. under EIN 74-2320159 and plan number 001. The latest loaded filing year is 2023. The filing reports 157 participants and $12,262,342 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,262,342
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,262,342
- Net assets (BOY)
- $9,266,043
Income & contributions
- Employer contributions
- $319,106
- Participant contributions
- $871,868
- Total contributions
- $1,215,482
- Total income / additions
- $3,197,218
Expenses & distributions
- Benefits paid
- $159,756
- Administrative expenses
- $41,163
- Total expenses
- $200,919
- Net increase / (decrease)
- $2,996,299