2023 Form 5500 filing — The Ben Lewis Plumbing Profit Sharing Retirement 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 20241015105724NAL0014441251001) for The Ben Lewis Plumbing Profit Sharing Retirement Plan, reported by Ben Lewis Plumbing under EIN 52-0915291 and plan number 001. It reports 276 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)$9.1MReported net assets$9,093,868
Participants276
Provider compensation$21.7K3 Schedule C row(s)$21,659
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015105724NAL0014441251001
- Plan sponsor
- Ben Lewis Plumbing
- EIN
- 52-0915291
- Plan number
- 001
- Location
- Clarksburg, MD
- Received date
- not reported in the loaded dataset
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)$9.1M total assets
Net assets$9.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,093,868
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,093,868
- Employer contributions
- $600,000
- Participant contributions
- $200,526
- Total income / additions
- $2,280,388
- Benefits paid
- $199,592
- Administrative expenses
- $45,256
- Total expenses
- $244,848
- Net increase / (decrease)
- $2,035,540
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cpi Qualified Plan Consultants, Inc | NONE | $13,926 | not reported in the loaded dataset |
| Cetera Advisors Networks LLC | NONE | $4,989 | not reported in the loaded dataset |
| Cetera Investment Advisors LLC | NONE | $2,744 | not reported in the loaded dataset |