Plan Ledger DOL Form 5500 · updated monthly

Lisac's, Inc.Profit-sharing plan

LISAC'S, INC. PROFIT SHARING PLAN · BUTTE, MT · plan year 2022

Reported admin expense ratio · 2022
0.44%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Lisac's, Inc. reported $27,638 in plan administrative expenses for 2022: 0.44% of average plan assets, below the peer median. Employer contributions averaged $6,378 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Montana (160th of 229), and 3,499th of 5,215 in retail trade.

Plan summary
Net assets, end of year$5,985,805
Participants with balances89
Active participants66
Employer contributions$420,915
Employee contributions—
Employer contribution per active participant$6,378
Average account balance$67,256
Benefits paid to participants$372,493
Plan auditUnmodified (clean) audit opinion
AuditorNEWLAND AND COMPANY
Employer contributions to the Lisac's, Inc. plan · 2022
Employer contribution per active participant$6,378
Median for plans this size$1,114

Lisac's, Inc.'s 2022 employer contribution ran above the $1,114 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.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$27,638 · 0.44%
Similar plansRetail Trade · Montana
Gary & Leo's Inc. MT$6.3M · 0.24%
Conlins Furniture, Inc. MT$6.0M · 0.69%
Shiptons Big R, Inc. MT$5.8M · 0.77%
Bob Ward & Sons, Inc. MT$5.1M · 0.49%
Kalispell Ford, LLC MT$3.1M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810307699 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.