2023 Form 5500 filing — Lowe Enterprises, Inc. And Coraltree Hospitality Group LLC Employee 401(K) 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 20241002132729NAL0008824433001) for Lowe Enterprises, Inc. And Coraltree Hospitality Group LLC Employee 401(K) Plan, reported by Lowe Enterprises, Inc. under EIN 95-3738683 and plan number 001. It reports 3,988 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002132729NAL0008824433001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Lowe Enterprises, Inc.
- EIN
- 95-3738683
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 3,988
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $187,637,737
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $187,637,737
- Employer contributions
- $3,990,637
- Participant contributions
- $9,361,962
- Total income / additions
- $44,673,458
- Benefits paid
- $17,945,529
- Administrative expenses
- $72,086
- Total expenses
- $18,022,634
- Net increase / (decrease)
- $26,650,824
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | CONSULTANT | $106,497 | not reported in the loaded dataset |
| Holthouse Carlin & Van Trigt Llp | ACCOUNTANT/AUDITOR | $24,000 | not reported in the loaded dataset |
| Littler Mendelson, Pc | CONSULTANT | $12,613 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$71,092 | $0 |