Plan Ledger DOL Form 5500 · updated monthly

Lewis & Ellis, Inc.401(k)

LEWIS & ELLIS, INC. PROFIT SHARING PLAN · PLANO, TX · plan year 2024

Employer contribution per participant · 2024
$22,979

Lewis & Ellis, 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 $73,593,762 across 142 participant accounts, with employer contributions averaging $22,979 per active participant. 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 finance & insurance employers. By assets it is the 811th-largest of 5,688 plans among Texas employers on file, and the 1,254th of 4,798 in finance & insurance. In 2024, the employer put in $2.09 for every $1.00 employees contributed themselves; active participation has grown from 92 to 111 since 2022.

Plan summary
Net assets, end of year$73,593,762
Participants with balances142
Active participants111
Employer contributions$2,550,662
Employee contributions$1,220,920
Employer contribution per active participant$22,979
Average account balance$518,266
Benefits paid to participants$2,056,460
Plan auditUnmodified (clean) audit opinion
AuditorCARR, RIGGS, AND INGRAM
Plan history3
Yearassets · accounts · employer contribution
2024$73.6M · 142 accts · $2.6M emplr
2023$62.8M · 135 accts · $2.5M emplr
2022$60.5M · 128 accts · $2.1M emplr
The Lewis & Ellis, Inc. 401(k) match · 2024
Employer contribution per active participant$22,979
Median for plans this size$3,635
2024$22,979 per active participant
2023$23,031 per active participant
2022$22,907 per active participant

Lewis & Ellis, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
Same employer
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The Rosewood Corporation TX$79.4M · 0.02%
Elevate Credit Service, LLC TX$65.6M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751281520 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.