How many benefit plans does Lance, Soll & Lunghard, Llp report on Form 5500?

Lance, Soll & Lunghard, Llp (EIN 95-2700123) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Lance, Soll & Lunghard, Llp?

The Employer Identification Number (EIN) reported for Lance, Soll & Lunghard, Llp is 95-2700123.

What is the latest Form 5500 filing year for Lance, Soll & Lunghard, Llp?

The latest loaded Form 5500 filing year for Lance, Soll & Lunghard, Llp is 2023.

Lance, Soll & Lunghard, Llp — 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, Lance, Soll & Lunghard, Llp (EIN 95-2700123) is a plan sponsor located in Brea, 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: 95-2700123
Location: Brea, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $13,204,791
Total reported liabilities (EOY): $281
Total reported net assets (EOY): $13,204,510

Contributions & income

Employer contributions: $208,025
Participant contributions: $1,088,036
Total income / additions: $3,555,498

Expenses & distributions

Benefits paid / distributions: $1,018,075
Total expenses: $1,067,653
Net increase / (decrease): $2,487,845

Coverage

Total reported participants: 322
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

Lance, Soll & Lunghard, Llp plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Lance, Soll & Lunghard, Llp 401(K) Profit Sharing Plan	001	153	$13,204,791	2023
Lance, Soll & Lunghard, Llp Employee Benefit Plan	501	169	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 Lance, Soll & Lunghard, Llp
Year	Plan	Participants	Schedules	Filing
2023	Lance, Soll & Lunghard, Llp Employee Benefit Plan	169	H	20240225083820NAL0005563203003
2023	Lance, Soll & Lunghard, Llp 401(K) Profit Sharing Plan	153	H, C	20241010121349NAL0020045537001
2023	Lance, Soll & Lunghard, Llp Employee Benefit Plan	190	H	20260212172527NAL0000509762001