2023 Form 5500 filing — Lewis-Watkins-Farmer Agency, Inc. 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 20241015143922NAL0048446704001) for Lewis-Watkins-Farmer Agency, Inc. 401(K) Plan, reported by Lewis-Watkins-Farmer Agency, Inc. under EIN 74-2320159 and plan number 001. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143922NAL0048446704001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lewis-Watkins-Farmer Agency, Inc.
- EIN
- 74-2320159
- Plan number
- 001
- Location
- Austin, TX
- Participants
- 157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,262,342
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,262,342
- Employer contributions
- $319,106
- Participant contributions
- $871,868
- Total income / additions
- $3,197,218
- Benefits paid
- $159,756
- Administrative expenses
- $41,163
- Total expenses
- $200,919
- Net increase / (decrease)
- $2,996,299
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Richard P. Slaughter Associates Inc | NONE | $21,800 | not reported in the loaded dataset |
| Epic Retirement Plan Services | NONE | $19,363 | not reported in the loaded dataset |