Plan5500

Lantz Construction Company — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lantz Construction Company (EIN 54-0679259) is a plan sponsor located in Broadway, VA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
54-0679259
Location
Broadway, VA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Lantz Construction Company

  • 3 loaded plans hold $33.6M in reported assets.
  • The largest, Lantz Construction Company Employee Stock Ownership Plan And Trust, holds 58% of this company's reported plan assets.
  • Plans cover 441 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$33.5MSummed across loaded plans$33,522,276
Total reported assets$33.6M$33,591,047
Total reported participants441
Total reported liabilities$68.8K$68,771

Reported net position

Reported assets = net assets + liabilities (summed)$33.6M total assets
Net assets$33.5MLiabilities$68.8K
Contributions & income
Employer contributions$878.4K
Participant contributions$493.2K
Total income / additions$7.6M
Expenses & distributions
Benefits paid / distributions$2.1M
Total expenses$2.2M
Net increase / (decrease)$5.4M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets58%Lantz Construction Company Employee Stock Ownership Plan And Trust
Participants per plan147Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Lantz Construction Company Employee Stock Ownership Plan And Trust$19.5M
    Plan #003 · 154 participants · 2023
  2. 2
    Lantz Construction Company Retirement Plan$14.1M
    Plan #001 · 162 participants · 2023
  3. 3
    Lantz Construction Company Employee Benefits Plannot reported in the loaded dataset
    Plan #501 · 125 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Lantz Construction Company. Open one for its full reported snapshot.

  1. 2023
    Lantz Construction Company Retirement Plan162 participants · 2Sch HSch C
    View filing →
  2. 2023
    Lantz Construction Company Employee Stock Ownership Plan And Trust154 participants · 2Sch H
    View filing →
  3. 2023
    Lantz Construction Company Employee Benefits Plan125 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Lantz Construction Company report on Form 5500?
Lantz Construction Company (EIN 54-0679259) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Lantz Construction Company?
The Employer Identification Number (EIN) reported for Lantz Construction Company is 54-0679259.
What is the latest Form 5500 filing year for Lantz Construction Company?
The latest loaded Form 5500 filing year for Lantz Construction Company is 2023.

Related Form 5500 pages