2023 Form 5500 filing — Lasalle Southwest 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 20240912135350NAL0014239856001) for Lasalle Southwest 401(K) Plan, reported by Lasalle Management Company, L.L.C. under EIN 72-1431430 and plan number 001. It reports 1,796 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912135350NAL0014239856001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Lasalle Management Company, L.L.C.
- EIN
- 72-1431430
- Plan number
- 001
- Location
- Ruston, LA
- Participants
- 1,796
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,674,429
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,674,429
- Employer contributions
- $558,425
- Participant contributions
- $910,707
- Total income / additions
- $2,052,824
- Benefits paid
- $705,009
- Administrative expenses
- $5,989
- Total expenses
- $710,998
- Net increase / (decrease)
- $1,341,826
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Acuff & Associates Inc. | CONTRACT ADMIN | $10,960 | $1,970 |
| Empower Annuity Insurance Company | RECORDKEEPER | $3,950 | $0 |