2023 Form 5500 filing — Lancaster-Burns Construction, Inc. 401(K) Profit Sharing 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 20241004130307NAL0020447456001) for Lancaster-Burns Construction, Inc. 401(K) Profit Sharing Plan, reported by Lancaster-Burns Construction, Inc. under EIN 68-0402277 and plan number 001. It reports 495 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)$6.6MReported net assets$6,563,289
Participants495
Provider compensation$54.9K2 Schedule C row(s)$54,910
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241004130307NAL0020447456001
- Plan sponsor
- Lancaster-Burns Construction, Inc.
- EIN
- 68-0402277
- Plan number
- 001
- Location
- Roseville, CA
- 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)$6.6M total assets
Net assets$6.6MLiabilities$46.2K
Full reported line items
- Total assets (EOY)
- $6,609,477
- Total liabilities (EOY)
- $46,188
- Net assets (EOY)
- $6,563,289
- Employer contributions
- $204,859
- Participant contributions
- $306,214
- Total income / additions
- $1,384,362
- Benefits paid
- $304,550
- Administrative expenses
- $0
- Total expenses
- $404,462
- Net increase / (decrease)
- $979,900
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Region Financial Group, LLC | ADVISOR | $35,422 | not reported in the loaded dataset |
| Nwps | NONE | $19,488 | not reported in the loaded dataset |