Plan5500

Lewis Rice Profit Sharing Plan — Form 5500 plan (Lr-Stl, LLC)

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 Rice Profit Sharing Plan is a benefit plan reported by Lr-Stl, LLC under EIN 43-0680427 and plan number 001. The latest loaded filing year is 2023. The filing reports 260 participants and $125,041,430 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$125MPlan net assets, end of year$125,041,430
Participants260Covered participants reported
Assets / participant$480.9KComputed: assets ÷ participants$480,929 (computed)
Provider compensation$173.4K4 Schedule C provider row(s)$173,433
Plan sponsor
Lr-Stl, LLC
EIN
43-0680427
Plan number
001
Plan type
2
Location
St. Louis, MO
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    260 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$125M total assets
Net assets$125MLiabilities$0
Money in vs. money out
Total income / additions$17M
Total expenses$2M
Benefits paid / distributions$1.9M
Contributions
Employer$3.5M
Participant$2.8M
Full reported line items

Net assets

Total assets (EOY)
$125,041,430
Total liabilities (EOY)
$0
Net assets (EOY)
$125,041,430
Net assets (BOY)
$110,056,872

Income & contributions

Employer contributions
$3,518,363
Participant contributions
$2,821,988
Total contributions
$6,382,927
Total income / additions
$16,981,521

Expenses & distributions

Benefits paid
$1,898,176
Administrative expenses
$98,787
Total expenses
$1,996,963
Net increase / (decrease)
$14,984,558
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 55%Participant 45%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income11%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Merrill Lynch,Pierce,Fenner & Smith$107.8K
    NONE · Direct $107.8K · Indirect $0
  2. 2
    Cutter & Company$28K
    NONE · Direct $28K
  3. 3
    Plan Corp$25.1K
    NONE · Direct $25.1K
  4. 4
    Parkside Financial Bank And Trust$12.6K
    NONE · Direct $12.6K

What to inspect next

Frequently asked questions

Who sponsors the Lewis Rice Profit Sharing Plan?
Lewis Rice Profit Sharing Plan is reported as sponsored by Lr-Stl, LLC (EIN 43-0680427, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Lewis Rice Profit Sharing Plan?
The latest Form 5500 filing year loaded for Lewis Rice Profit Sharing Plan is 2023.
How many participants does Lewis Rice Profit Sharing Plan report?
Lewis Rice Profit Sharing Plan reports 260 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Lewis Rice Profit Sharing Plan?
Lewis Rice Profit Sharing Plan reports $125,041,430 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages