Plan5500

G.W. Lisk Company — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, G.W. Lisk Company (EIN 16-0771409) is a plan sponsor located in Clifton Springs, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
16-0771409
Location
Clifton Springs, NY
Loaded plans
7
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for G.W. Lisk Company

  • 7 loaded plans hold $113.8M in reported assets.
  • The largest, G.W. Lisk Company, Inc. Employee Stock Ownership Plan, holds 55% of this company's reported plan assets.
  • Plans cover 4,241 reported participants.
  • 2 of 7 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$113.2MSummed across loaded plans$113,185,315
Total reported assets$113.8M$113,833,038
Total reported participants4.2K4,241
Total reported liabilities$647.7K$647,723

Reported net position

Reported assets = net assets + liabilities (summed)$113.8M total assets
Net assets$113.2MLiabilities$647.7K
Contributions & income
Employer contributions$352.4K
Participant contributions$3.5M
Total income / additions$27.3M
Expenses & distributions
Benefits paid / distributions$9.2M
Total expenses$9.4M
Net increase / (decrease)$18M

Data coverage

Plans with financial statements2 / 7 (29%)
Plans with provider compensation1 / 7 (14%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets55%G.W. Lisk Company, Inc. Employee Stock Ownership Plan
Participants per plan606Average across loaded plans
Loaded plans7
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    G.W. Lisk Company, Inc. Employee Stock Ownership Plan$62.3M
    Plan #003 · 751 participants · 2023
  2. 2
    G.W. Lisk Company, Inc. Employees' Savings & Investment Plan$51.5M
    Plan #002 · 856 participants · 2023
  3. 3
    G.W. Lisk Company, Inc. Welfare Benefits Plan - Btanot reported in the loaded dataset
    Plan #504 · 723 participants · 2023
  4. 4
    G. W. Lisk Company, Inc Welfare Benefits Plan - Life/Addnot reported in the loaded dataset
    Plan #505 · 663 participants · 2023
  5. 5
    G.W. Lisk Company, Inc Welfare Benefits Plan - Dentalnot reported in the loaded dataset
    Plan #502 · 582 participants · 2023
  6. 6
    G.W. Lisk Company, Inc Welfare Benefits Plan - Medicalnot reported in the loaded dataset
    Plan #501 · 467 participants · 2023
  7. 7
    G.W. Lisk Company, Inc Welfare Benefits Plan - Ltd And Visionnot reported in the loaded dataset
    Plan #503 · 199 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for G.W. Lisk Company. Open one for its full reported snapshot.

  1. 2023
    G.W. Lisk Company, Inc Welfare Benefits Plan - Medical467 participants · 2No schedules
    View filing →
  2. 2023
    G.W. Lisk Company, Inc Welfare Benefits Plan - Dental582 participants · 2No schedules
    View filing →
  3. 2023
    G.W. Lisk Company, Inc Welfare Benefits Plan - Ltd And Vision199 participants · 2No schedules
    View filing →
  4. 2023
    G. W. Lisk Company, Inc Welfare Benefits Plan - Life/Add663 participants · 2No schedules
    View filing →
  5. 2023
    G.W. Lisk Company, Inc. Employees' Savings & Investment Plan856 participants · 2Sch HSch C
    View filing →
  6. 2023
    G.W. Lisk Company, Inc. Employee Stock Ownership Plan751 participants · 2Sch H
    View filing →
  7. 2023
    G.W. Lisk Company, Inc. Welfare Benefits Plan - Bta723 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does G.W. Lisk Company report on Form 5500?
G.W. Lisk Company (EIN 16-0771409) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for G.W. Lisk Company?
The Employer Identification Number (EIN) reported for G.W. Lisk Company is 16-0771409.
What is the latest Form 5500 filing year for G.W. Lisk Company?
The latest loaded Form 5500 filing year for G.W. Lisk Company is 2023.

Related Form 5500 pages