Lewis Food Town, Inc. 401(K) Plan — Form 5500 plan (Lewis Food Town, 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, Lewis Food Town, Inc. 401(K) Plan is a benefit plan reported by Lewis Food Town, Inc. under EIN 76-0432940 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,657 participants and $15,246,203 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lewis Food Town, Inc.
- EIN
- 76-0432940
- Plan number
- 002
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 1,657
- End-of-year plan assets
- $15,246,203
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,657 | H, C | 20241016104319NAL0031627329001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,246,203
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,246,203
- Net assets (BOY)
- $14,401,975
Income & contributions
- Employer contributions
- $127,173
- Participant contributions
- $686,690
- Total contributions
- $827,879
- Total income / additions
- $2,918,745
Expenses & distributions
- Benefits paid
- $1,971,440
- Administrative expenses
- $96,468
- Total expenses
- $2,074,517
- Net increase / (decrease)
- $844,228
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $44,606 | not reported in the loaded dataset | 2023 |
| Fondren Oaks Capital Management | NONE | $36,731 | not reported in the loaded dataset | 2023 |
| Ham, Langston & Brezina, Llp | NONE | $13,983 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $6,579 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lewis Food Town, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Ameritas Life Insurance Corp — Schedule C compensation
- Fondren Oaks Capital Management — Schedule C compensation
- Ham, Langston & Brezina, Llp — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation