Plan5500

Lane & Associates Dds Pa — 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, Lane & Associates Dds Pa (EIN 56-1829452) is a plan sponsor located in Garner, NC 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
56-1829452
Location
Garner, NC
Loaded plans
2
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 Lane & Associates Dds Pa

  • 2 loaded plans hold $23M in reported assets.
  • The largest, Lane & Associates, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,247 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$23MSummed across loaded plans$22,965,459
Total reported assets$23M$22,965,459
Total reported participants1.2K1,247
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$23M total assets
Net assets$23MLiabilities$0
Contributions & income
Employer contributions$1.2M
Participant contributions$2.5M
Total income / additions$6.9M
Expenses & distributions
Benefits paid / distributions$763.4K
Total expenses$890.7K
Net increase / (decrease)$6.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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%Lane & Associates, Inc. 401(K) Plan
Participants per plan624Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Lane & Associates, Inc. 401(K) Plan$23M
    Plan #001 · 698 participants · 2023
  2. 2
    Lane & Associates Group Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 549 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 Lane & Associates Dds Pa. Open one for its full reported snapshot.

  1. 2023
    Lane & Associates, Inc. 401(K) Plan698 participants · 2Sch HSch C
    View filing →
  2. 2023
    Lane & Associates Group Health And Welfare Plan549 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Lane & Associates Dds Pa report on Form 5500?
Lane & Associates Dds Pa (EIN 56-1829452) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Lane & Associates Dds Pa?
The Employer Identification Number (EIN) reported for Lane & Associates Dds Pa is 56-1829452.
What is the latest Form 5500 filing year for Lane & Associates Dds Pa?
The latest loaded Form 5500 filing year for Lane & Associates Dds Pa is 2023.

Related Form 5500 pages