Lewis Marine Supply LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Lewis Marine Supply 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 Marine Supply LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Lewis Marine Supply LLC under EIN 83-3169627 and plan number 001. The latest loaded filing year is 2023. The filing reports 246 participants and $3,549,458 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lewis Marine Supply LLC
- EIN
- 83-3169627
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Lauderdale, FL
- Latest filing year
- 2023
- Participants
- 246
- End-of-year plan assets
- $3,549,458
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 246 | H, C | 20241015095238NAL0016089347001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,549,458
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,549,458
- Net assets (BOY)
- $3,835,420
Income & contributions
- Employer contributions
- $204,310
- Participant contributions
- $343,820
- Total contributions
- $548,130
- Total income / additions
- $1,092,837
Expenses & distributions
- Benefits paid
- $1,353,931
- Administrative expenses
- $24,868
- Total expenses
- $1,378,799
- Net increase / (decrease)
- -$285,962
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aprio Wealth Management | ADVISOR | $13,286 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $7,072 | not reported in the loaded dataset | 2023 |