Plan5500

Lacks Valley Stores, Ltd. — 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, Lacks Valley Stores, Ltd. (EIN 74-2730084) is a plan sponsor located in Pharr, TX with 2 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
74-2730084
Location
Pharr, TX
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 Lacks Valley Stores, Ltd.

  • 2 loaded plans hold $6.6M in reported assets.
  • The largest, Lack'S Valley Stores, Ltd. 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 968 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$6.5MSummed across loaded plans$6,516,006
Total reported assets$6.6M$6,573,340
Total reported participants968
Total reported liabilities$57.3K$57,334

Reported net position

Reported assets = net assets + liabilities (summed)$6.6M total assets
Net assets$6.5MLiabilities$57.3K
Contributions & income
Employer contributions$0
Participant contributions$81.5K
Total income / additions$963.2K
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.7M
Net increase / (decrease)-$725.3K

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%Lack'S Valley Stores, Ltd. 401(K) Profit Sharing Plan
Participants per plan484Average 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
    Lack'S Valley Stores, Ltd. 401(K) Profit Sharing Plan$6.6M
    Plan #001 · 620 participants · 2023
  2. 2
    Lacks Valley Stores, Ltd. Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 348 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 Lacks Valley Stores, Ltd.. Open one for its full reported snapshot.

  1. 2023
    Lacks Valley Stores, Ltd. Welfare Benefit Plan348 participants · 2No schedules
    View filing →
  2. 2023
    Lack'S Valley Stores, Ltd. 401(K) Profit Sharing Plan620 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Lacks Valley Stores, Ltd. report on Form 5500?
Lacks Valley Stores, Ltd. (EIN 74-2730084) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Lacks Valley Stores, Ltd.?
The Employer Identification Number (EIN) reported for Lacks Valley Stores, Ltd. is 74-2730084.
What is the latest Form 5500 filing year for Lacks Valley Stores, Ltd.?
The latest loaded Form 5500 filing year for Lacks Valley Stores, Ltd. is 2023.

Related Form 5500 pages