Lewis Bolt & Nut Company 401(K) Plan — Form 5500 plan (Lewis Bolt & Nut 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, Lewis Bolt & Nut Company 401(K) Plan is a benefit plan reported by Lewis Bolt & Nut Company under EIN 41-0375180 and plan number 001. The latest loaded filing year is 2023. The filing reports 294 participants and $9,964,049 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lewis Bolt & Nut Company
- EIN
- 41-0375180
- Plan number
- 001
- Plan type
- 2
- Location
- Lajunta, CO
- Latest filing year
- 2023
- Participants
- 294
- End-of-year plan assets
- $9,964,049
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 294 | H, C | 20240918151452NAL0001769155001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,964,049
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,964,049
- Net assets (BOY)
- $7,571,990
Income & contributions
- Employer contributions
- $517,488
- Participant contributions
- $682,894
- Total contributions
- $1,390,170
- Total income / additions
- $2,764,442
Expenses & distributions
- Benefits paid
- $339,212
- Administrative expenses
- $33,171
- Total expenses
- $372,383
- Net increase / (decrease)
- $2,392,059
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | ADVISOR | $13,175 | not reported in the loaded dataset | 2023 |
| Sheridan Road | ADVISOR | $12,296 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $7,700 | $0 | 2023 |