2023 Form 5500 filing — Lord & Son Construction, Inc. 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 20240911121228NAL0007008081001) for Lord & Son Construction, Inc. 401(K) Plan, reported by Lord & Son Construction, Inc. under EIN 59-1582659 and plan number 001. It reports 51 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240911121228NAL0007008081001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lord & Son Construction, Inc.
- EIN
- 59-1582659
- Plan number
- 001
- Location
- Fort Walton Beach, FL
- Participants
- 51
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,597,155
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,597,155
- Employer contributions
- $72,060
- Participant contributions
- $189,961
- Total income / additions
- $938,076
- Benefits paid
- $776,187
- Administrative expenses
- $22,346
- Total expenses
- $798,533
- Net increase / (decrease)
- $139,543
- Schedule source
- Schedule I