Lowdermilk Church & Co 401-K Profit Sharing Plan 401-K Profit Sharing Plan — Form 5500 plan (Lowdermilk Church & Co Llp)
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, Lowdermilk Church & Co 401-K Profit Sharing Plan 401-K Profit Sharing Plan is a benefit plan reported by Lowdermilk Church & Co Llp under EIN 56-1607661 and plan number 001. The latest loaded filing year is 2023. The filing reports 8 participants and $1,885,954 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lowdermilk Church & Co Llp
- EIN
- 56-1607661
- Plan number
- 001
- Plan type
- 2
- Location
- Morganton, NC
- Latest filing year
- 2023
- Participants
- 8
- End-of-year plan assets
- $1,885,954
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20240923100640NAL0023200946002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,885,954
- Net assets (EOY)
- $1,885,954
- Net assets (BOY)
- $1,508,226
Income & contributions
- Employer contributions
- $17,978
- Participant contributions
- $74,184
- Total income / additions
- $390,072
Expenses & distributions
- Benefits paid
- $11,886
- Administrative expenses
- $458
- Total expenses
- $12,344
- Net increase / (decrease)
- $377,728
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.