How many benefit plans does Lewis Management Corp. report on Form 5500?

Lewis Management Corp. (EIN 47-2958500) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Lewis Management Corp.?

The Employer Identification Number (EIN) reported for Lewis Management Corp. is 47-2958500.

What is the latest Form 5500 filing year for Lewis Management Corp.?

The latest loaded Form 5500 filing year for Lewis Management Corp. is 2023.

Lewis Management Corp. — 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, Lewis Management Corp. (EIN 47-2958500) is a plan sponsor located in Upland, CA with 2 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: 47-2958500
Location: Upland, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $59,106,389
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $59,106,389

Contributions & income

Employer contributions: $1,773,815
Participant contributions: $3,859,365
Total income / additions: $15,760,900

Expenses & distributions

Benefits paid / distributions: $6,532,619
Total expenses: $6,558,915
Net increase / (decrease): $9,201,985

Coverage

Total reported participants: 1,395
Plans with financial statements: 1
Plans with provider compensation: 1

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.

Largest loaded plans by reported assets

Lewis Management Corp. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Lewis Management Corp. 401(K) Plan	001	684	$59,106,389	2023
Lewis Management Corp. Welfare Benefits Plan	501	711	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Lewis Management Corp.
Year	Plan	Participants	Schedules	Filing
2023	Lewis Management Corp. Welfare Benefits Plan	711	—	20240717163457NAL0007868320001
2023	Lewis Management Corp. 401(K) Plan	684	H, C	20240930150024NAL0005847329001