Mitchell Lewis & Staver Co. 401(K) Profit Sharing Plan — Form 5500 plan (Mitchell Lewis & Staver Co.)
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, Mitchell Lewis & Staver Co. 401(K) Profit Sharing Plan is a benefit plan reported by Mitchell Lewis & Staver Co. under EIN 93-0332159 and plan number 001. The latest loaded filing year is 2023. The filing reports 294 participants and $11,296,730 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mitchell Lewis & Staver Co.
- EIN
- 93-0332159
- Plan number
- 001
- Plan type
- 2
- Location
- Wilsonville, OR
- Latest filing year
- 2023
- Participants
- 294
- End-of-year plan assets
- $11,296,730
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 294 | H, C | 20241005061235NAL0021359776001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,296,730
- Total liabilities (EOY)
- $26,690
- Net assets (EOY)
- $11,270,040
- Net assets (BOY)
- $10,134,984
Income & contributions
- Employer contributions
- $353,751
- Participant contributions
- $1,087,993
- Total contributions
- $1,468,091
- Total income / additions
- $3,020,875
Expenses & distributions
- Benefits paid
- $1,816,918
- Administrative expenses
- $68,901
- Total expenses
- $1,885,819
- Net increase / (decrease)
- $1,135,056
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $56,417 | not reported in the loaded dataset | 2023 |
| Deschutes Investment Consulting | NONE | $12,477 | not reported in the loaded dataset | 2023 |