How many benefit plans does Lord & Sons, Inc. report on Form 5500?

Lord & Sons, Inc. (EIN 94-1751726) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Lord & Sons, Inc.?

The Employer Identification Number (EIN) reported for Lord & Sons, Inc. is 94-1751726.

What is the latest Form 5500 filing year for Lord & Sons, Inc.?

The latest loaded Form 5500 filing year for Lord & Sons, Inc. is 2023.

Lord & Sons, Inc. — 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, Lord & Sons, Inc. (EIN 94-1751726) is a plan sponsor located in San Jose, CA 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: 94-1751726
Location: San Jose, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $9,007,567
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $9,007,567

Contributions & income

Employer contributions: $284,746
Participant contributions: $550,131
Total income / additions: $2,434,554

Expenses & distributions

Benefits paid / distributions: $1,259,703
Total expenses: $1,278,045
Net increase / (decrease): $1,156,509

Coverage

Total reported participants: 357
Plans with financial statements: 1
Plans with provider compensation: 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.

Largest loaded plans by reported assets

Lord & Sons, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Lord & Sons, Inc. 401(K) Plan	001	192	$9,007,567	2023
Lord & Sons Welfare Benefits Plan	501	165	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Lord & Sons, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Lord & Sons, Inc. 401(K) Plan	192	H, C	20240722115101NAL0009880881001
2023	Lord & Sons Welfare Benefits Plan	165	—	20250501100131NAL0003049473001