Plan5500

W. Lease Lewis 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, W. Lease Lewis Company (EIN 91-1322480) is a plan sponsor located in Seattle, WA with 4 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
91-1322480
Location
Seattle, WA
Loaded plans
4
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 W. Lease Lewis Company

  • 4 loaded plans hold $149.2M in reported assets.
  • The largest, W. Lease Lewis Company Employee Stock Ownership Plan And Trust, holds 60% of this company's reported plan assets.
  • Plans cover 1,512 reported participants.
  • 2 of 4 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$128.1MSummed across loaded plans$128,121,872
Total reported assets$149.2M$149,187,151
Total reported participants1.5K1,512
Total reported liabilities$21.1M$21,065,279

Reported net position

Reported assets = net assets + liabilities (summed)$149.2M total assets
Net assets$128.1MLiabilities$21.1M
Contributions & income
Employer contributions$6.1M
Participant contributions$3.6M
Total income / additions$34.1M
Expenses & distributions
Benefits paid / distributions$10.3M
Total expenses$10.7M
Net increase / (decrease)$23.3M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation1 / 4 (25%)

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 assets60%W. Lease Lewis Company Employee Stock Ownership Plan And Trust
Participants per plan378Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

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

  1. 1
    W. Lease Lewis Company Employee Stock Ownership Plan And Trust$90.1M
    Plan #002 · 559 participants · 2023
  2. 2
    Lease Crutcher Lewis 401(K) Salary Deferral & Retirement Savings Plan$59.1M
    Plan #001 · 434 participants · 2023
  3. 3
    W. Lease Lewis Company Life/Ad&D And Long Term Disability Plannot reported in the loaded dataset
    Plan #502 · 271 participants · 2023
  4. 4
    W. Lease Lewis Company Employee Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 248 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 W. Lease Lewis Company. Open one for its full reported snapshot.

  1. 2023
    W. Lease Lewis Company Employee Welfare Benefit Plan248 participants · 2No schedules
    View filing →
  2. 2023
    W. Lease Lewis Company Life/Ad&D And Long Term Disability Plan271 participants · 2No schedules
    View filing →
  3. 2023
    W. Lease Lewis Company Employee Stock Ownership Plan And Trust559 participants · 2Sch H
    View filing →
  4. 2023
    Lease Crutcher Lewis 401(K) Salary Deferral & Retirement Savings Plan434 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does W. Lease Lewis Company report on Form 5500?
W. Lease Lewis Company (EIN 91-1322480) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for W. Lease Lewis Company?
The Employer Identification Number (EIN) reported for W. Lease Lewis Company is 91-1322480.
What is the latest Form 5500 filing year for W. Lease Lewis Company?
The latest loaded Form 5500 filing year for W. Lease Lewis Company is 2023.

Related Form 5500 pages