2023 Form 5500 filing — Lisa Lau & Company, 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 20241006160715NAL0029364354001) for Lisa Lau & Company, Inc. 401(K) Profit Sharing Plan, reported by Lisa Lau & Company, Inc. under EIN 33-0043033 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241006160715NAL0029364354001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lisa Lau & Company, Inc.
- EIN
- 33-0043033
- Plan number
- 001
- Location
- Monterey Park, CA
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,999,968
- Net assets (EOY)
- $1,999,968
- Employer contributions
- $0
- Participant contributions
- $105,000
- Total income / additions
- $262,869
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $262,869
- Schedule source
- Schedule I