2023 Form 5500 filing — Frank H. Lehr Associates 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 20240522082526NAL0001889795001) for Frank H. Lehr Associates 401(K) Plan, reported by Frank H. Lehr Associates under EIN 22-1607113 and plan number 002. It reports 13 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.3MReported net assets$3,344,461
Participants13
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240522082526NAL0001889795001
Plan sponsor
Frank H. Lehr Associates
EIN
22-1607113
Plan number
002
Location
East Orange, NJ
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)$3.3M total assets
Net assets$3.3MLiabilities$0
Money in vs. money out
Total income / additions$669.9K
Total expenses$29.2K
Benefits paid / distributions$27.9K
Contributions
Employer$21.4K
Participant$75.6K
Full reported line items
Total assets (EOY)
$3,344,461
Total liabilities (EOY)
$0
Net assets (EOY)
$3,344,461
Employer contributions
$21,389
Participant contributions
$75,599
Total income / additions
$669,858
Benefits paid
$27,937
Administrative expenses
$1,275
Total expenses
$29,212
Net increase / (decrease)
$640,646

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240522082526NAL0001889795001 cover?
It is the 2023 Form 5500 filing for Frank H. Lehr Associates 401(K) Plan, reported by Frank H. Lehr Associates (EIN 22-1607113).
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