Lone Star Corporation 401k Plan — Form 5500 plan (Lone Star Instrumentation And Electric Corporation)
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, Lone Star Corporation 401k Plan is a benefit plan reported by Lone Star Instrumentation And Electric Corporation under EIN 27-1086228 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $6,400,364 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lone Star Instrumentation And Electric Corporation
- EIN
- 27-1086228
- Plan number
- 001
- Plan type
- 2
- Location
- Odessa, TX
- Latest filing year
- 2023
- Participants
- 188
- End-of-year plan assets
- $6,400,364
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 188 | H, C | 20241009165311NAL0033446560001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,400,364
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,400,364
- Net assets (BOY)
- $5,412,332
Income & contributions
- Employer contributions
- $389,665
- Participant contributions
- $438,625
- Total contributions
- $1,144,182
- Total income / additions
- $1,887,847
Expenses & distributions
- Benefits paid
- $897,918
- Administrative expenses
- $0
- Total expenses
- $899,815
- Net increase / (decrease)
- $988,032
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pentec Pension Management Group Inc | CONTRACT ADMIN | $0 | $2,678 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,822 | $0 | 2023 |