Plan5500

Lemo Usa Inc 401(K) Profit Sharing Plan — Form 5500 plan (Lemo Usa, Inc.)

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, Lemo Usa Inc 401(K) Profit Sharing Plan is a benefit plan reported by Lemo Usa, Inc. under EIN 94-2187202 and plan number 001. The latest loaded filing year is 2023. The filing reports 152 participants and $11,606,451 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lemo Usa, Inc.
EIN
94-2187202
Plan number
001
Plan type
2
Location
Rohnert Park, CA
Latest filing year
2023
Participants
152
End-of-year plan assets
$11,606,451

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023152H, C20241011123256NAL0022742497001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,606,451
Total liabilities (EOY)
$0
Net assets (EOY)
$11,606,451
Net assets (BOY)
$9,898,215

Income & contributions

Employer contributions
$180,259
Participant contributions
$694,684
Total contributions
$874,943
Total income / additions
$2,592,196

Expenses & distributions

Benefits paid
$838,667
Administrative expenses
$45,293
Total expenses
$883,960
Net increase / (decrease)
$1,708,236

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$23,539not reported in the loaded dataset2023
Newfront Retirement Services IncADVISOR$21,754not reported in the loaded dataset2023

Related Form 5500 pages