Lucas, Horsfall, Murphy & Pindroh, 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, Lucas, Horsfall, Murphy & Pindroh, Llp (EIN 95-4659692) is a plan sponsor located in Pasadena, 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
95-4659692
Location
Pasadena, CA
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 Lucas, Horsfall, Murphy & Pindroh, Llp

  • 2 loaded plans hold $26.4M in reported assets.
  • The largest, Lucas, Horsfall, Murphy & Pindroh, Llp 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 261 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$26.4MSummed across loaded plans$26,437,647
Total reported assets$26.4M$26,437,647
Total reported participants261
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$26.4M total assets
Net assets$26.4MLiabilities$0
Contributions & income
Employer contributions$985.8K
Participant contributions$1M
Total income / additions$5.7M
Expenses & distributions
Benefits paid / distributions$243.7K
Total expenses$245K
Net increase / (decrease)$5.4M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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%Lucas, Horsfall, Murphy & Pindroh, Llp 401(K) Plan
Participants per plan131Average 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
    Plan #001 · 158 participants · 2023
  2. 2
    Plan #501 · 103 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Lucas, Horsfall, Murphy & Pindroh, Llp. Open one for its full reported snapshot.

  1. 2023
    Lucas, Horsfall, Murphy & Pindroh, Llp Health And Welfare Benefit Plan103 participants · 2No schedules
    View filing →
  2. 2023
    Lucas, Horsfall, Murphy & Pindroh, Llp 401(K) Plan158 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Lucas, Horsfall, Murphy & Pindroh, Llp report on Form 5500?
Lucas, Horsfall, Murphy & Pindroh, Llp (EIN 95-4659692) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Lucas, Horsfall, Murphy & Pindroh, Llp?
The Employer Identification Number (EIN) reported for Lucas, Horsfall, Murphy & Pindroh, Llp is 95-4659692.
What is the latest Form 5500 filing year for Lucas, Horsfall, Murphy & Pindroh, Llp?
The latest loaded Form 5500 filing year for Lucas, Horsfall, Murphy & Pindroh, Llp is 2023.

Related Form 5500 pages