2023 Form 5500 filing — Lugano Diamonds And Jewelry, 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 20240930175034NAL0010711056001) for Lugano Diamonds And Jewelry, Inc. 401(K) Plan, reported by Lugano Diamonds And Jewelry, Inc. under EIN 57-1216784 and plan number 001. It reports 101 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4MReported net assets$3,987,153
Participants101
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240930175034NAL0010711056001
Plan sponsor
Lugano Diamonds And Jewelry, Inc.
EIN
57-1216784
Plan number
001
Location
Newport Beach, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4M total assets
Net assets$4MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$299.6K
Benefits paid / distributions$291.1K
Contributions
Employer$406.3K
Participant$768.7K
Full reported line items
Total assets (EOY)
$3,987,153
Total liabilities (EOY)
$0
Net assets (EOY)
$3,987,153
Employer contributions
$406,330
Participant contributions
$768,659
Total income / additions
$1,878,295
Benefits paid
$291,088
Administrative expenses
$8,538
Total expenses
$299,626
Net increase / (decrease)
$1,578,669

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930175034NAL0010711056001 cover?
It is the 2023 Form 5500 filing for Lugano Diamonds And Jewelry, Inc. 401(K) Plan, reported by Lugano Diamonds And Jewelry, Inc. (EIN 57-1216784).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages