2023 Form 5500 filing — Lec/Cpi 401(K) And Profit Sharing 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 20240916162119NAL0002423456001) for Lec/Cpi 401(K) And Profit Sharing Plan, reported by Lakewood Electric Company under EIN 84-0865224 and plan number 001. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$11.7MReported net assets$11,704,878
Participants227
Provider compensation$44.3K2 Schedule C row(s)$44,328
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240916162119NAL0002423456001
- Plan sponsor
- Lakewood Electric Company
- EIN
- 84-0865224
- Plan number
- 001
- Location
- Englewood, CO
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$11.7M total assets
Net assets$11.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $11,704,878
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,704,878
- Employer contributions
- $412,582
- Participant contributions
- $721,092
- Total income / additions
- $2,884,666
- Benefits paid
- $1,281,573
- Administrative expenses
- $46,343
- Total expenses
- $1,327,916
- Net increase / (decrease)
- $1,556,750
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Svcs | RETAINED BY PLAN SPONSOR | $24,172 | $0 |
| Edward D Jones & Company | INVESTMENT ADVISORY | $20,156 | not reported in the loaded dataset |