Plan5500

Chas. Lunsford Sons & Associates — 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, Chas. Lunsford Sons & Associates (EIN 54-1757617) is a plan sponsor located in Roanoke, VA with 1 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
54-1757617
Location
Roanoke, VA
Loaded plans
1
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 Chas. Lunsford Sons & Associates

  • 1 loaded plans hold $57.2K in reported assets.
  • The largest, Employees' Stock Ownership Plan Of Chas. Lunsford Sons & Associates, holds 100% of this company's reported plan assets.
  • Plans cover 31 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.6KSummed across loaded plans$5,622
Total reported assets$57.2K$57,174
Total reported participants31
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$57.2K total assets
Net assets$5.6KLiabilities—
Contributions & income
Total income / additions$0
Expenses & distributions
Benefits paid / distributions$226.6K
Total expenses$226.6K
Net increase / (decrease)-$226.6K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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 assets100%Employees' Stock Ownership Plan Of Chas. Lunsford Sons & Associates
Participants per plan31Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Employees' Stock Ownership Plan Of Chas. Lunsford Sons & Associates$57.2K
    Plan #001 · 31 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 Chas. Lunsford Sons & Associates. Open one for its full reported snapshot.

  1. 2023
    Employees' Stock Ownership Plan Of Chas. Lunsford Sons & Associates31 participants · 2Sch I
    View filing →
  2. 2023
    Employees' Stock Ownership Plan Of Chas. Lunsford Sons & Associates30 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Chas. Lunsford Sons & Associates report on Form 5500?
Chas. Lunsford Sons & Associates (EIN 54-1757617) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Chas. Lunsford Sons & Associates?
The Employer Identification Number (EIN) reported for Chas. Lunsford Sons & Associates is 54-1757617.
What is the latest Form 5500 filing year for Chas. Lunsford Sons & Associates?
The latest loaded Form 5500 filing year for Chas. Lunsford Sons & Associates is 2023.

Related Form 5500 pages