Lime Rock 401(K) Plan — Form 5500 plan (Lime Rock Management Lp)
Plain-English plan 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, Lime Rock 401(K) Plan is a benefit plan reported by Lime Rock Management Lp under EIN 13-4011237 and plan number 001. The latest loaded filing year is 2023. The filing reports 307 participants and $65,615,823 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lime Rock Management Lp
- EIN
- 13-4011237
- Plan number
- 001
- Plan type
- 2
- Location
- Westport, CT
- Latest filing year
- 2023
- Participants
- 307
- End-of-year plan assets
- $65,615,823
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 307 | H, C | 20241004150026NAL0012357729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $65,615,823
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,615,823
- Net assets (BOY)
- $52,515,012
Income & contributions
- Employer contributions
- $1,609,265
- Participant contributions
- $2,958,892
- Total contributions
- $5,072,466
- Total income / additions
- $15,408,058
Expenses & distributions
- Benefits paid
- $2,251,645
- Administrative expenses
- $55,602
- Total expenses
- $2,307,247
- Net increase / (decrease)
- $13,100,811
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $55,602 | not reported in the loaded dataset | 2023 |