Pro Equine Group, Inc. 401(K) Plan — Form 5500 plan (Lewa, 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, Pro Equine Group, Inc. 401(K) Plan is a benefit plan reported by Lewa, Inc. under EIN 36-3552811 and plan number 001. The latest loaded filing year is 2023. The filing reports 475 participants and $13,109,136 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lewa, Inc.
EIN
36-3552811
Plan number
001
Plan type
2
Location
Glenview, IL
Latest filing year
2023
Participants
475
End-of-year plan assets
$13,109,136

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023475H, C20241002053354NAL0003823155001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,109,136
Total liabilities (EOY)
$0
Net assets (EOY)
$13,109,136
Net assets (BOY)
$11,218,089

Income & contributions

Participant contributions
$946,298
Total contributions
$946,298
Total income / additions
$2,815,511

Expenses & distributions

Benefits paid
$871,239
Administrative expenses
$34,910
Total expenses
$924,464
Net increase / (decrease)
$1,891,047

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning Holdco, LLCINVESTMENT/FINANCIAL ADVI$28,915$02023
Adp, Inc.RECORD KEEPER$5,994$02023

Related Form 5500 pages