H.F. Lenz Company 401(K) And Profit Sharing Plan — Form 5500 plan (H.F. Lenz Company)
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, H.F. Lenz Company 401(K) And Profit Sharing Plan is a benefit plan reported by H.F. Lenz Company under EIN 25-1007465 and plan number 002. The latest loaded filing year is 2023. The filing reports 227 participants and $52,258,217 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- H.F. Lenz Company
- EIN
- 25-1007465
- Plan number
- 002
- Plan type
- 2
- Location
- Johnstown, PA
- Latest filing year
- 2023
- Participants
- 227
- End-of-year plan assets
- $52,258,217
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 227 | H, C | 20241002062950NAL0013737008001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,258,217
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,258,217
- Net assets (BOY)
- $47,504,315
Income & contributions
- Employer contributions
- $751,316
- Participant contributions
- $1,457,345
- Total contributions
- $2,238,511
- Total income / additions
- $9,309,476
Expenses & distributions
- Benefits paid
- $4,439,628
- Administrative expenses
- $115,907
- Total expenses
- $4,555,574
- Net increase / (decrease)
- $4,753,902
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $60,772 | $344 | 2023 |
| First National Trust Company | NONE | $55,134 | not reported in the loaded dataset | 2023 |