Plan5500

Liskow And Lewis Retirement Plan And Trust — Form 5500 plan (Liskow And Lewis, Aplc)

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, Liskow And Lewis Retirement Plan And Trust is a benefit plan reported by Liskow And Lewis, Aplc under EIN 72-1134245 and plan number 005. The latest loaded filing year is 2023. The filing reports 261 participants and $146,303,370 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Liskow And Lewis, Aplc
EIN
72-1134245
Plan number
005
Plan type
2
Location
New Orleans, LA
Latest filing year
2023
Participants
261
End-of-year plan assets
$146,303,370

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023261H, C20241014102843NAL0045620704005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$146,303,370
Net assets (EOY)
$146,303,370
Net assets (BOY)
$134,456,420

Income & contributions

Employer contributions
$3,235,370
Participant contributions
$2,277,995
Total contributions
$5,944,826
Total income / additions
$25,900,108

Expenses & distributions

Benefits paid
$14,474,857
Administrative expenses
$22,053
Total expenses
$14,496,910
Net increase / (decrease)
$11,403,198

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services, InNONE$11,731not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages