Plan5500

Dillard Lewis, Inc. — 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, Dillard Lewis, Inc. (EIN 56-1411884) is a plan sponsor located in Raleigh, NC 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
56-1411884
Location
Raleigh, NC
Loaded plans
3
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 Dillard Lewis, Inc.

  • 3 loaded plans hold $4.6M in reported assets.
  • The largest, Dillard-Lewis, Inc. Dba Highland Express 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 399 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.6MSummed across loaded plans$4,628,413
Total reported assets$4.6M$4,631,237
Total reported participants399
Total reported liabilities$2.8K$2,824

Reported net position

Reported assets = net assets + liabilities (summed)$4.6M total assets
Net assets$4.6MLiabilities$2.8K
Contributions & income
Employer contributions$183.8K
Participant contributions$278.1K
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$297.4K
Total expenses$299.6K
Net increase / (decrease)$919.2K

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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 assets100%Dillard-Lewis, Inc. Dba Highland Express 401(K) Plan
Participants per plan133Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Dillard-Lewis, Inc. Dba Highland Express 401(K) Plan$4.6M
    Plan #001 · 162 participants · 2023
  2. 2
    Dillard Lewis, Inc. Vision Plannot reported in the loaded dataset
    Plan #502 · 122 participants · 2023
  3. 3
    Dillard Lewis, Inc. Dental Plannot reported in the loaded dataset
    Plan #501 · 115 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 Dillard Lewis, Inc.. Open one for its full reported snapshot.

  1. 2023
    Dillard Lewis, Inc. Dental Plan115 participants · 2No schedules
    View filing →
  2. 2023
    Dillard Lewis, Inc. Vision Plan122 participants · 2No schedules
    View filing →
  3. 2023
    Dillard-Lewis, Inc. Dba Highland Express 401(K) Plan162 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Dillard Lewis, Inc. report on Form 5500?
Dillard Lewis, Inc. (EIN 56-1411884) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Dillard Lewis, Inc.?
The Employer Identification Number (EIN) reported for Dillard Lewis, Inc. is 56-1411884.
What is the latest Form 5500 filing year for Dillard Lewis, Inc.?
The latest loaded Form 5500 filing year for Dillard Lewis, Inc. is 2023.

Related Form 5500 pages