2023 Form 5500 filing — Mitchell Lewis & Staver Co. 401(K) 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 20241005061235NAL0021359776001) for Mitchell Lewis & Staver Co. 401(K) Profit Sharing Plan, reported by Mitchell Lewis & Staver Co. under EIN 93-0332159 and plan number 001. It reports 294 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241005061235NAL0021359776001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mitchell Lewis & Staver Co.
- EIN
- 93-0332159
- Plan number
- 001
- Location
- Wilsonville, OR
- Participants
- 294
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,296,730
- Total liabilities (EOY)
- $26,690
- Net assets (EOY)
- $11,270,040
- Employer contributions
- $353,751
- Participant contributions
- $1,087,993
- Total income / additions
- $3,020,875
- Benefits paid
- $1,816,918
- Administrative expenses
- $68,901
- Total expenses
- $1,885,819
- Net increase / (decrease)
- $1,135,056
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $56,417 | not reported in the loaded dataset |
| Deschutes Investment Consulting | NONE | $12,477 | not reported in the loaded dataset |