2023 Form 5500 filing — John Lewis Glass 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 20241008103435NAL0017404881001) for John Lewis Glass Profit Sharing Plan, reported by Christison Lewis, Inc. under EIN 83-2837943 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)$2.2MReported net assets$2,156,106
Participants9
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241008103435NAL0017404881001
Plan sponsor
Christison Lewis, Inc.
EIN
83-2837943
Plan number
001
Location
Oakland, CA
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)$2.2M total assets
Net assets$2.2MLiabilities$0
Money in vs. money out
Total income / additions$506.4K
Total expenses$639.4K
Benefits paid / distributions$620K
Contributions
Employer$11.1K
Participant$12.5K
Full reported line items
Total assets (EOY)
$2,156,106
Total liabilities (EOY)
$0
Net assets (EOY)
$2,156,106
Employer contributions
$11,066
Participant contributions
$12,530
Total income / additions
$506,450
Benefits paid
$620,000
Administrative expenses
$0
Total expenses
$639,391
Net increase / (decrease)
-$132,941

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008103435NAL0017404881001 cover?
It is the 2023 Form 5500 filing for John Lewis Glass Profit Sharing Plan, reported by Christison Lewis, Inc. (EIN 83-2837943).
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