Lodi Association Of Realtors — 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, Lodi Association Of Realtors (EIN 94-1387100) is a plan sponsor located in Lodi, CA 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
94-1387100
Location
Lodi, CA
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 Lodi Association Of Realtors

  • 1 loaded plans hold $10K in reported assets.
  • The largest, Lodi Association Of Realtors Member Benefits Program, holds 100% of this company's reported plan assets.
  • Plans cover 6 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10KSummed across loaded plans$9,971
Total reported assets$10K$10,045
Total reported participants6
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$10K total assets
Net assets$10KLiabilities
Contributions & income
Employer contributionsNot reported
Participant contributions$38.3K
Total income / additions$38.3K
Expenses & distributions
Benefits paid / distributions$37.5K
Total expenses$38.4K
Net increase / (decrease)-$74

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%Lodi Association Of Realtors Member Benefits Program
Participants per plan6Average 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
    Plan #501 · 6 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Lodi Association Of Realtors. Open one for its full reported snapshot.

  1. 2023
    Lodi Association Of Realtors Member Benefits Program6 participants · 3Sch I
    View filing →
  2. 2023
    Lodi Association Of Realtors Member Benefits Program5 participants · 3Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Lodi Association Of Realtors report on Form 5500?
Lodi Association Of Realtors (EIN 94-1387100) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Lodi Association Of Realtors?
The Employer Identification Number (EIN) reported for Lodi Association Of Realtors is 94-1387100.
What is the latest Form 5500 filing year for Lodi Association Of Realtors?
The latest loaded Form 5500 filing year for Lodi Association Of Realtors is 2023.

Related Form 5500 pages