Lemieux Group Lp 401(K) Profit Sharing Plan — Form 5500 plan (Lemieux Group 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, Lemieux Group Lp 401(K) Profit Sharing Plan is a benefit plan reported by Lemieux Group Lp under EIN 25-1863319 and plan number 002. The latest loaded filing year is 2023. The filing reports 565 participants and $23,220,122 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lemieux Group Lp
- EIN
- 25-1863319
- Plan number
- 002
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 565
- End-of-year plan assets
- $23,220,122
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 565 | H, C | 20241014101027NAL0013107731001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,220,122
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,220,122
- Net assets (BOY)
- $20,292,071
Income & contributions
- Employer contributions
- $596,739
- Participant contributions
- $1,132,178
- Total contributions
- $1,781,295
- Total income / additions
- $4,934,265
Expenses & distributions
- Benefits paid
- $1,945,106
- Administrative expenses
- $61,108
- Total expenses
- $2,006,214
- Net increase / (decrease)
- $2,928,051
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $29,039 | $0 | 2023 |
| Pnc Asset Management | ADVISOR | $25,656 | not reported in the loaded dataset | 2023 |