2023 Form 5500 filing — Lewis Pr Inc 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 20241009101608NAL0009099459001) for Lewis Pr Inc 401(K) Profit Sharing Plan, reported by Lewis Pr Inc under EIN 33-0745097 and plan number 001. It reports 439 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)$9.4MReported net assets$9,400,171
Participants439
Provider compensation$10.8K2 Schedule C row(s)$10,829
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009101608NAL0009099459001
Plan sponsor
Lewis Pr Inc
EIN
33-0745097
Plan number
001
Location
San Diego, 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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$9.4M total assets
Net assets$9.4MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$1M
Benefits paid / distributions$990K
Contributions
Employer$269.2K
Participant$967.8K
Full reported line items
Total assets (EOY)
$9,400,171
Total liabilities (EOY)
$0
Net assets (EOY)
$9,400,171
Employer contributions
$269,219
Participant contributions
$967,767
Total income / additions
$2,755,289
Benefits paid
$990,011
Administrative expenses
$10,829
Total expenses
$1,001,226
Net increase / (decrease)
$1,754,063
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Adp, Inc.$10.8K
    RECORD KEEPER · Direct $10.8K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009101608NAL0009099459001 cover?
It is the 2023 Form 5500 filing for Lewis Pr Inc 401(K) Profit Sharing Plan, reported by Lewis Pr Inc (EIN 33-0745097).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages