2023 Form 5500 filing — Lewis Resource Management LLC 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 20241015223809NAL0029801009001) for Lewis Resource Management LLC 401(K) Plan, reported by Lewis Resource Management, LLC under EIN 45-2935322 and plan number 001. It reports 1,134 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)$40.1MReported net assets$40,148,270

Participants1.1K1,134

Provider compensation$69.2K4 Schedule C row(s)$69,171

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015223809NAL0029801009001
Plan sponsor: Lewis Resource Management, LLC
EIN: 45-2935322
Plan number: 001
Location: Encinal, TX
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)$40.1M total assets

Net assets$40.1MLiabilities$0

Money in vs. money out

Total income / additions$12.1M

Total expenses$5.8M

Benefits paid / distributions$5.7M

Contributions

Employer$2.1M

Participant$3.8M

Full reported line items

Total assets (EOY): $40,148,270
Total liabilities (EOY): $0
Net assets (EOY): $40,148,270
Employer contributions: $2,146,276
Participant contributions: $3,824,779
Total income / additions: $12,071,625
Benefits paid: $5,728,032
Administrative expenses: $69,173
Total expenses: $5,842,841
Net increase / (decrease): $6,228,784

Schedule C

Reported service provider compensation

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

1
Adp, Inc.$35.2K
RECORD KEEPER · Direct $35.2K · Indirect $0
2
Merrill Lynch Pierce Fenner & Smith$33.9K
INVESTMENT ADVISOR · Direct $33.9K · Indirect $0
3
Adp Broker-Dealer$0
RECORD KEEPER · Direct $0 · Indirect $0
4
Td Ameritrade, Inc.$0
SECURITES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015223809NAL0029801009001 cover?: It is the 2023 Form 5500 filing for Lewis Resource Management LLC 401(K) Plan, reported by Lewis Resource Management, LLC (EIN 45-2935322).
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).