Lowe Enterprises, Inc. And Coraltree Hospitality Group LLC Employee 401(K) Plan — Form 5500 plan (Lowe 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, Lowe Enterprises, Inc. And Coraltree Hospitality Group LLC Employee 401(K) Plan is a benefit plan reported by Lowe Enterprises, Inc. under EIN 95-3738683 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,988 participants and $187,637,737 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lowe Enterprises, Inc.
- EIN
- 95-3738683
- Plan number
- 001
- Plan type
- 3
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 3,988
- End-of-year plan assets
- $187,637,737
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,988 | H, C | 20241002132729NAL0008824433001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $187,637,737
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $187,637,737
- Net assets (BOY)
- $160,986,913
Income & contributions
- Employer contributions
- $3,990,637
- Participant contributions
- $9,361,962
- Total contributions
- $15,533,994
- Total income / additions
- $44,673,458
Expenses & distributions
- Benefits paid
- $17,945,529
- Administrative expenses
- $72,086
- Total expenses
- $18,022,634
- Net increase / (decrease)
- $26,650,824
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | CONSULTANT | $106,497 | not reported in the loaded dataset | 2023 |
| Holthouse Carlin & Van Trigt Llp | ACCOUNTANT/AUDITOR | $24,000 | not reported in the loaded dataset | 2023 |
| Littler Mendelson, Pc | CONSULTANT | $12,613 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$71,092 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lowe Enterprises, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Holthouse Carlin & Van Trigt Llp — Schedule C compensation
- Littler Mendelson, Pc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation