Lowe Law Firm, Pc 401(K) Profit Sharing Plan — Form 5500 plan (Lowe Law Firm, Pc)

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, Lowe Law Firm, Pc 401(K) Profit Sharing Plan is a benefit plan reported by Lowe Law Firm, Pc under EIN 20-4041685 and plan number 001. The latest loaded filing year is 2023. The filing reports 10 participants and $4,138,806 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lowe Law Firm, Pc
EIN
20-4041685
Plan number
001
Plan type
2
Location
Okemos, MI
Latest filing year
2023
Participants
10
End-of-year plan assets
$4,138,806

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202310I20240930140228NAL0003294595001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$4,138,806
Total liabilities (EOY)
$0
Net assets (EOY)
$4,138,806
Net assets (BOY)
$4,092,299

Income & contributions

Employer contributions
$0
Participant contributions
$96,364
Total income / additions
$595,815

Expenses & distributions

Benefits paid
$549,237
Administrative expenses
$71
Total expenses
$549,308
Net increase / (decrease)
$46,507

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages