Plan Ledger DOL Form 5500 · updated monthly

G.W. Lisk Company, Inc.ESOP

G.W. LISK COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN · CLIFTON SPRINGS, NY · plan year 2024

Plan assets · 2024
$62.7M

G.W. Lisk Company, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $62,655,909 across 653 participant accounts. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,164th-largest of 5,648 plans among New York employers on file, and the 2,693rd of 13,661 in manufacturing. active participation has grown from 492 to 570 since 2022.

Plan summary
Net assets, end of year$62,655,909
Participants with balances653
Active participants570
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$95,951
Benefits paid to participants$6,629,754
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$62.7M · 653 accts
2023$61.6M · 619 accts
2022$49.3M · 711 accts
Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
All plans at this employer2
G.W. LISK COMPANY, INC. EMPLOYEES' SAVINGS & INVESTMENT PLAN401(k)
G.W. LISK COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
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Source: U.S. Department of Labor, Form 5500 series, EIN 160771409 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.