Lerch Bates Inc. Employee Stock Ownership Plan And Trust — 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 Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by Lerch Bates Inc. under EIN 36-2285171 and plan number 002. The latest loaded filing year is 2023. The filing reports 384 participants and $56,462,120 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
- 002
- Plan type
- 2
- Location
- Englewood, CO
- Latest filing year
- 2023
- Participants
- 384
- End-of-year plan assets
- $56,462,120
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 384 | H | 20240930155515NAL0009763776001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,462,120
- Total liabilities (EOY)
- $2,921,894
- Net assets (EOY)
- $53,540,226
- Net assets (BOY)
- $42,119,808
Income & contributions
- Employer contributions
- $3,136,983
- Total contributions
- $3,136,983
- Total income / additions
- $14,324,582
Expenses & distributions
- Benefits paid
- $2,815,346
- Administrative expenses
- $0
- Total expenses
- $2,904,164
- Net increase / (decrease)
- $11,420,418
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.