Carmeuse Lime, Inc. 401(K) Plan — Form 5500 plan (Carmeuse Lime, 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, Carmeuse Lime, Inc. 401(K) Plan is a benefit plan reported by Carmeuse Lime, Inc. under EIN 36-3933140 and plan number 020. The latest loaded filing year is 2023. The filing reports 1,280 participants and $172,496,486 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carmeuse Lime, Inc.
- EIN
- 36-3933140
- Plan number
- 020
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 1,280
- End-of-year plan assets
- $172,496,486
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,280 | H, C | 20241014103037NAL0044157328001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $172,496,486
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $172,496,486
- Net assets (BOY)
- $146,375,709
Income & contributions
- Employer contributions
- $5,975,785
- Participant contributions
- $8,313,561
- Total contributions
- $15,132,189
- Total income / additions
- $41,576,276
Expenses & distributions
- Benefits paid
- $15,914,095
- Administrative expenses
- $175,309
- Total expenses
- $16,108,448
- Net increase / (decrease)
- $25,467,828
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $93,705 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $57,876 | $0 | 2023 |
| Clearstead Advisors LLC | INVESTMENT ADVISOR | $20,600 | not reported in the loaded dataset | 2023 |
| Schneider Downs | ACCOUNTANT/AUDITOR | $18,700 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carmeuse Lime, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Clearstead Advisors LLC — Schedule C compensation
- Schneider Downs — Schedule C compensation