2023 Form 5500 filing — Larson Management Inc. 401k Profit Sharing 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 20240729085400NAL0012350275001) for Larson Management Inc. 401k Profit Sharing Plan, reported by Larson Management Inc. under EIN 39-1681041 and plan number 001. It reports 275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.6MReported net assets$3,572,372
Participants275
Provider compensation$29.3K2 Schedule C row(s)$29,342
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240729085400NAL0012350275001
Plan sponsor
Larson Management Inc.
EIN
39-1681041
Plan number
001
Location
Eau Claire, WI
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$3.6M total assets
Net assets$3.6MLiabilities$0
Money in vs. money out
Total income / additions$710.7K
Total expenses$187.7K
Benefits paid / distributions$182.9K
Contributions
Employer$53.3K
Participant$276.8K
Full reported line items
Total assets (EOY)
$3,572,372
Total liabilities (EOY)
$0
Net assets (EOY)
$3,572,372
Employer contributions
$53,336
Participant contributions
$276,771
Total income / additions
$710,713
Benefits paid
$182,873
Administrative expenses
$2,020
Total expenses
$187,742
Net increase / (decrease)
$522,971
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $2.2K · Indirect $19.1K
  2. 2
    NONE · Direct $0 · Indirect $8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240729085400NAL0012350275001 cover?
It is the 2023 Form 5500 filing for Larson Management Inc. 401k Profit Sharing Plan, reported by Larson Management Inc. (EIN 39-1681041).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages