Lerch Bates 401(K) Retirement Plan — Form 5500 plan (Lerch Bates Inc.)
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, Lerch Bates 401(K) Retirement Plan is a benefit plan reported by Lerch Bates Inc. under EIN 36-2285171 and plan number 001. The latest loaded filing year is 2023. The filing reports 457 participants and $52,166,860 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lerch Bates Inc.
- EIN
- 36-2285171
- Plan number
- 001
- Plan type
- 2
- Location
- Englewood, CO
- Latest filing year
- 2023
- Participants
- 457
- End-of-year plan assets
- $52,166,860
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 457 | H, C | 20240930155236NAL0005920369001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,166,860
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,166,860
- Net assets (BOY)
- $43,154,001
Income & contributions
- Employer contributions
- $2,270,236
- Participant contributions
- $3,571,336
- Total contributions
- $7,050,124
- Total income / additions
- $15,633,821
Expenses & distributions
- Benefits paid
- $6,448,463
- Administrative expenses
- $60,655
- Total expenses
- $6,620,962
- Net increase / (decrease)
- $9,012,859
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $60,655 | $0 | 2023 |