Lowery Thomas LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Lowery Thomas LLC)
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, Lowery Thomas LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Lowery Thomas LLC under EIN 13-4225132 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $3,674,177 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lowery Thomas LLC
- EIN
- 13-4225132
- Plan number
- 001
- Plan type
- 2
- Location
- Pebble Beach, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240517134951NAL0023503939001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $3,674,177
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,674,177
- Net assets (BOY)
- $3,025,703
Income & contributions
- Employer contributions
- $98,000
- Participant contributions
- $49,000
- Total income / additions
- $648,594
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $120
- Total expenses
- $120
- Net increase / (decrease)
- $648,474
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.