2023 Form 5500 filing — Larson Texts, Inc. Employees' Savings And Retirement 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 20240927074047NAL0000915667001) for Larson Texts, Inc. Employees' Savings And Retirement Plan, reported by Larson Texts, Inc. under EIN 25-1685733 and plan number 001. It reports 217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$17.6MReported net assets$17,638,505
Participants217
Provider compensation$60.9K3 Schedule C row(s)$60,879
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240927074047NAL0000915667001
- Plan sponsor
- Larson Texts, Inc.
- EIN
- 25-1685733
- Plan number
- 001
- Location
- Erie, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$17.6M total assets
Net assets$17.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $17,638,505
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,638,505
- Employer contributions
- $565,013
- Participant contributions
- $1,018,600
- Total income / additions
- $3,862,024
- Benefits paid
- $1,353,931
- Administrative expenses
- $60,879
- Total expenses
- $1,414,810
- Net increase / (decrease)
- $2,447,214
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $42,332 | $0 |
| Mcgill Power Bell & Associates, Llp | AUDITOR | $14,025 | not reported in the loaded dataset |
| National Professional Planning Grou | CONTRACT ADMIN | $4,522 | not reported in the loaded dataset |