2023 Form 5500 filing — Lark Partners, Inc. 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240401114352NAL0017366162001) for Lark Partners, Inc. 401(K) Plan, reported by Lark Partners, Inc. under EIN 82-1324399 and plan number 001. It reports 26 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$300.9KReported net assets$300,940
Participants26
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240401114352NAL0017366162001
Plan sponsor
Lark Partners, Inc.
EIN
82-1324399
Plan number
001
Location
San Francisco, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$300.9K total assets
Net assets$300.9KLiabilities$0
Money in vs. money out
Total income / additions$147K
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$0
Participant$17.9K
Full reported line items
Total assets (EOY)
$300,940
Total liabilities (EOY)
$0
Net assets (EOY)
$300,940
Employer contributions
$0
Participant contributions
$17,938
Total income / additions
$147,033
Benefits paid
$1,181,297
Administrative expenses
$940
Total expenses
$1,182,237
Net increase / (decrease)
-$1,035,204

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240401114352NAL0017366162001 cover?
It is the 2023 Form 5500 filing for Lark Partners, Inc. 401(K) Plan, reported by Lark Partners, Inc. (EIN 82-1324399).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages