2023 Form 5500 filing — Lester, Miller & Wells 401k Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240423085435NAL0012442289001) for Lester, Miller & Wells 401k Plan, reported by Lester, Miller & Wells under EIN 72-0979212 and plan number 001. It reports 25 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240423085435NAL0012442289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lester, Miller & Wells
- EIN
- 72-0979212
- Plan number
- 001
- Location
- Alexandria, LA
- Participants
- 25
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,974,749
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,974,749
- Employer contributions
- $194,112
- Participant contributions
- $257,368
- Total income / additions
- $1,640,956
- Benefits paid
- $1,400,164
- Administrative expenses
- $75
- Total expenses
- $1,400,239
- Net increase / (decrease)
- $240,717
- Schedule source
- Schedule I