2023 Form 5500 filing — Lewis Retail, 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 20251014124030NAL0001356995001) for Lewis Retail, Inc. 401(K) Profit Sharing Plan, reported by Lewis Retail, Inc. under EIN 26-1535574 and plan number 001. It reports 23 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$951.3KReported net assets$951,256
Participants23
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20251014124030NAL0001356995001
Plan sponsor
Lewis Retail, Inc.
EIN
26-1535574
Plan number
001
Location
Idaho Falls, ID
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$951.3K total assets
Net assets$951.3KLiabilities
Money in vs. money out
Total income / additions-$176.3K
Total expenses$40.7K
Benefits paid / distributions$24.3K
Contributions
Employer$23K
Participant$68.1K
Full reported line items
Total assets (EOY)
$951,256
Net assets (EOY)
$951,256
Employer contributions
$22,952
Participant contributions
$68,138
Total income / additions
-$176,261
Benefits paid
$24,342
Administrative expenses
$0
Total expenses
$40,679
Net increase / (decrease)
-$216,940

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20251014124030NAL0001356995001 cover?
It is the 2023 Form 5500 filing for Lewis Retail, Inc. 401(K) Profit Sharing Plan, reported by Lewis Retail, Inc. (EIN 26-1535574).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages