2023 Form 5500 filing — Mangini-Lakhia 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 20240730121752NAL0034161216001) for Mangini-Lakhia Profit Sharing Plan, reported by Mangini-Lakhia Pathology Laboratory, P.A. under EIN 74-2155418 and plan number 002. It reports 93 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$9.4MReported net assets$9,394,909
Participants93
Provider compensation$68.6K3 Schedule C row(s)$68,638
Schedules filedSchedule I, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240730121752NAL0034161216001
- Plan sponsor
- Mangini-Lakhia Pathology Laboratory, P.A.
- EIN
- 74-2155418
- Plan number
- 002
- Location
- Houston, TX
- Received date
- not reported in the loaded dataset
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)$9.4M total assets
Net assets$9.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,394,909
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,394,909
- Employer contributions
- $312,066
- Participant contributions
- $487,034
- Total income / additions
- $2,083,484
- Benefits paid
- $217,820
- Administrative expenses
- $91,494
- Total expenses
- $309,314
- Net increase / (decrease)
- $1,774,170
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | not reported in the loaded dataset | $37,412 | $0 |
| Calton & Associates, Inc. | not reported in the loaded dataset | $0 | $25,726 |
| The Pension Professionals | not reported in the loaded dataset | $1,075 | $4,425 |