2023 Form 5500 filing — Law Family Companies 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 20240909080419NAL0002665907001) for Law Family Companies 401(K) Plan, reported by Law Family Companies under EIN 38-4056061 and plan number 002. It reports 243 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909080419NAL0002665907001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Law Family Companies
- EIN
- 38-4056061
- Plan number
- 002
- Location
- Londonderry, NH
- Participants
- 243
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,391,940
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,391,940
- Employer contributions
- $129,253
- Participant contributions
- $581,618
- Total income / additions
- $3,833,240
- Benefits paid
- $1,442,150
- Administrative expenses
- $25,346
- Total expenses
- $1,467,496
- Net increase / (decrease)
- $2,365,744
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps, Inc | NONE | $25,346 | $0 |
| Franklin Templeton | NONE | $0 | $0 |
| Mfs Funds | NONE | $0 | $0 |
| American Funds | NONE | $0 | $0 |
| Prudential Jennison | NONE | $0 | $0 |
| Blackrock Funds | NONE | $0 | $0 |
| Fidelity | NONE | $0 | $0 |
| Jp Morgan Funds | NONE | $0 | $0 |
| Cohen & Steers Funds | NONE | $0 | $0 |