Original filing (PDF)20240326113117NAL0000400465001

LEWIS METAL WORKS, INC.

Name: LEWIS METAL WORKS, INC. — LEWIS METAL WORKS, INC. 401(K) PLAN, Form 5500 (2023)
Creator: LEWIS METAL WORKS, INC.

Form 5500-SF

FILING_RECEIVED

LEWIS METAL WORKS, INC. 401(K) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEWIS METAL WORKS, INC..

Plan sponsor

Name

LEWIS METAL WORKS, INC.

EIN

61-1263087

Address

PO BOX 127 · HARRODSBURG, KY · 403300127

Phone

(859) 865-2333

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-03-26

Pension benefit codes

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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