National Lime & Stone Company Employees' 401(K) Plan — Form 5500 plan (National Lime & Stone 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, National Lime & Stone Company Employees' 401(K) Plan is a benefit plan reported by National Lime & Stone Company under EIN 34-4312430 and plan number 003. The latest loaded filing year is 2023. The filing reports 435 participants and $46,366,293 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Lime & Stone Company
- EIN
- 34-4312430
- Plan number
- 003
- Plan type
- 2
- Location
- Findlay, OH
- Latest filing year
- 2023
- Participants
- 435
- End-of-year plan assets
- $46,366,293
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 435 | H, C | 20241010144822NAL0036169056001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,366,293
- Net assets (EOY)
- $46,366,293
- Net assets (BOY)
- $38,008,435
Income & contributions
- Employer contributions
- $1,128,968
- Participant contributions
- $2,446,014
- Total contributions
- $3,629,835
- Total income / additions
- $11,059,311
Expenses & distributions
- Benefits paid
- $2,590,739
- Administrative expenses
- $110,714
- Total expenses
- $2,701,453
- Net increase / (decrease)
- $8,357,858
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $57,878 | not reported in the loaded dataset | 2023 |
| Highland Consulting Associates | NONE | $45,386 | not reported in the loaded dataset | 2023 |
| William Vaughan Company | NONE | $7,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Lime & Stone Company
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Findlay, OH
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Highland Consulting Associates — Schedule C compensation
- William Vaughan Company — Schedule C compensation