Ledwell & Son Enterprises, Inc. 401k Plan & Trust — Form 5500 plan (Ledwell & Son Enterprises, Inc.)
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, Ledwell & Son Enterprises, Inc. 401k Plan & Trust is a benefit plan reported by Ledwell & Son Enterprises, Inc. under EIN 75-1090276 and plan number 001. The latest loaded filing year is 2023. The filing reports 518 participants and $60,250,826 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ledwell & Son Enterprises, Inc.
- EIN
- 75-1090276
- Plan number
- 001
- Plan type
- 2
- Location
- Texarkana, TX
- Latest filing year
- 2023
- Participants
- 518
- End-of-year plan assets
- $60,250,826
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 518 | H, C | 20241014145554NAL0026483153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,250,826
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,250,826
- Net assets (BOY)
- $52,877,230
Income & contributions
- Employer contributions
- $1,120,719
- Participant contributions
- $2,026,566
- Total contributions
- $3,147,285
- Total income / additions
- $11,690,174
Expenses & distributions
- Benefits paid
- $4,276,023
- Administrative expenses
- $40,555
- Total expenses
- $4,316,578
- Net increase / (decrease)
- $7,373,596
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Financial Services Ad | SERVICE PROVIDER | $0 | $48,744 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $21,636 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $11,186 | not reported in the loaded dataset | 2023 |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $7,733 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ledwell & Son Enterprises, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Texarkana, TX
- Raymond James Financial Services Ad — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Advisors, LLC — Schedule C compensation