Lewis Insurance And Financial Services, Inc. 401(k) Plan: Login, Facts & Contact Information
Lewis Insurance And Financial Services, Inc. 401(k) Login
Retirement plan providers can change. This information is from the plan's 2024 filing.
Lewis Insurance And Financial Services, Inc. 401(k) Plan Facts
Source: Form 5500-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Apr 12, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $66,942 went into the plan in contributions, $27,633 of it from the employer (41%).
- $14,611 was paid out to participants.
- Investment and other income added $43,500.
How the Lewis Insurance And Financial Services, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 7 | $71,052 | $12,212 | $0 |
| 2020 | 7 | $98,175 | $14,904 | $34,273 |
| 2021 | 6 | $151,014 | $12,248 | $11,100 |
| 2022 | 7 | $151,043 | $17,642 | $7,878 |
| 2023 | 10 | $228,948 | $22,222 | $12,038 |
| 2024 | 13 | $324,360 | $27,633 | $14,611 |
Lewis Insurance And Financial Services, Inc. 401(k) Contact Information
Questions about the Lewis Insurance And Financial Services, Inc. 401(k)
Does Lewis Insurance And Financial Services, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $27,633, 41% of all contributions.
Does the Lewis Insurance And Financial Services, Inc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Lewis Insurance And Financial Services, Inc 401(k) plan?
13 participants at the start of plan year 2024, 9 of them active employees.
What is the average 401(k) balance at Lewis Insurance And Financial Services, Inc?
About $21,624 per account: $324,360 in plan assets across 15 accounts with a balance at the end of plan year 2024.
Who manages the Lewis Insurance And Financial Services, Inc 401(k) accounts?
Guideline is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Lewis Insurance And Financial Services, Inc. How do I access my 401(k)?
Your account stays with Guideline after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.