Lec/Cpi 401(K) And Profit Sharing Plan — Form 5500 plan (Lakewood Electric Company)
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, Lec/Cpi 401(K) And Profit Sharing Plan is a benefit plan reported by Lakewood Electric Company under EIN 84-0865224 and plan number 001. The latest loaded filing year is 2023. The filing reports 227 participants and $11,704,878 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lakewood Electric Company
- EIN
- 84-0865224
- Plan number
- 001
- Plan type
- 2
- Location
- Englewood, CO
- Latest filing year
- 2023
- Participants
- 227
- End-of-year plan assets
- $11,704,878
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 227 | H, C | 20240916162119NAL0002423456001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,704,878
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,704,878
- Net assets (BOY)
- $10,148,128
Income & contributions
- Employer contributions
- $412,582
- Participant contributions
- $721,092
- Total contributions
- $1,148,692
- Total income / additions
- $2,884,666
Expenses & distributions
- Benefits paid
- $1,281,573
- Administrative expenses
- $46,343
- Total expenses
- $1,327,916
- Net increase / (decrease)
- $1,556,750
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Svcs | RETAINED BY PLAN SPONSOR | $24,172 | $0 | 2023 |
| Edward D Jones & Company | INVESTMENT ADVISORY | $20,156 | not reported in the loaded dataset | 2023 |