2023 Form 5500 filing — Lucas Precision 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 20240614071707NAL0031775633001) for Lucas Precision 401k Plan, reported by Lucas Precision LLC under EIN 37-1764663 and plan number 001. It reports 9 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.3MReported net assets$1,282,864
Participants9
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240614071707NAL0031775633001
Plan sponsor
Lucas Precision LLC
EIN
37-1764663
Plan number
001
Location
Cleveland, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.3M total assets
Net assets$1.3MLiabilities$0
Money in vs. money out
Total income / additions$264.7K
Total expenses$611.8K
Benefits paid / distributions$610.6K
Contributions
Employer$8.9K
Participant$44.7K
Full reported line items
Total assets (EOY)
$1,282,864
Total liabilities (EOY)
$0
Net assets (EOY)
$1,282,864
Employer contributions
$8,933
Participant contributions
$44,664
Total income / additions
$264,721
Benefits paid
$610,620
Administrative expenses
$1,180
Total expenses
$611,800
Net increase / (decrease)
-$347,079

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240614071707NAL0031775633001 cover?
It is the 2023 Form 5500 filing for Lucas Precision 401k Plan, reported by Lucas Precision LLC (EIN 37-1764663).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages