Lester, Miller & Wells 401k Plan — Form 5500 plan (Lester, Miller & Wells)
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, Lester, Miller & Wells 401k Plan is a benefit plan reported by Lester, Miller & Wells under EIN 72-0979212 and plan number 001. The latest loaded filing year is 2023. The filing reports 25 participants and $5,974,749 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lester, Miller & Wells
- EIN
- 72-0979212
- Plan number
- 001
- Plan type
- 2
- Location
- Alexandria, LA
- Latest filing year
- 2023
- Participants
- 25
- End-of-year plan assets
- $5,974,749
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 25 | I | 20240423085435NAL0012442289001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,974,749
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,974,749
- Net assets (BOY)
- $5,734,032
Income & contributions
- Employer contributions
- $194,112
- Participant contributions
- $257,368
- Total income / additions
- $1,640,956
Expenses & distributions
- Benefits paid
- $1,400,164
- Administrative expenses
- $75
- Total expenses
- $1,400,239
- Net increase / (decrease)
- $240,717
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.