2023 Form 5500 filing — Lamberts Cafe Inc. 401k Profit Sharing Plan And Trust
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 20240730143416NAL0020218817001) for Lamberts Cafe Inc. 401k Profit Sharing Plan And Trust, reported by Lamberts Cafe Inc. under EIN 43-1232988 and plan number 001. It reports 300 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730143416NAL0020218817001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lamberts Cafe Inc.
- EIN
- 43-1232988
- Plan number
- 001
- Location
- Ozark, MO
- Participants
- 300
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,815,698
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,815,698
- Participant contributions
- $270,050
- Total income / additions
- $741,980
- Benefits paid
- $396,118
- Administrative expenses
- $32,286
- Total expenses
- $437,597
- Net increase / (decrease)
- $304,383
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $18,262 | $0 |
| Stadion Money Management | SERVICE PROVIDER | $7,328 | not reported in the loaded dataset |
| Benefit Plans Plus | TPA | $6,700 | not reported in the loaded dataset |