2023 Form 5500 filing — National Lime & Stone Company Employees' 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 20241010144822NAL0036169056001) for National Lime & Stone Company Employees' 401(K) Plan, reported by National Lime & Stone Company under EIN 34-4312430 and plan number 003. It reports 435 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010144822NAL0036169056001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Lime & Stone Company
- EIN
- 34-4312430
- Plan number
- 003
- Location
- Findlay, OH
- Participants
- 435
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,366,293
- Net assets (EOY)
- $46,366,293
- Employer contributions
- $1,128,968
- Participant contributions
- $2,446,014
- Total income / additions
- $11,059,311
- Benefits paid
- $2,590,739
- Administrative expenses
- $110,714
- Total expenses
- $2,701,453
- Net increase / (decrease)
- $8,357,858
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $57,878 | not reported in the loaded dataset |
| Highland Consulting Associates | NONE | $45,386 | not reported in the loaded dataset |
| William Vaughan Company | NONE | $7,500 | not reported in the loaded dataset |