2023 Form 5500 filing — Lancaster-Fairfield Cap, 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 20241009081432NAL0018897889001) for Lancaster-Fairfield Cap, Inc. 401(K) Profit Sharing Plan, reported by Lancaster-Fairfield Community Action Program, Inc. under EIN 31-6060695 and plan number 002. It reports 130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009081432NAL0018897889001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lancaster-Fairfield Community Action Program, Inc.
- EIN
- 31-6060695
- Plan number
- 002
- Location
- Lancaster, OH
- Participants
- 130
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,654,779
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,654,779
- Employer contributions
- $254,844
- Participant contributions
- $135,746
- Total income / additions
- $972,943
- Benefits paid
- $501,736
- Administrative expenses
- $35,604
- Total expenses
- $537,340
- Net increase / (decrease)
- $435,603
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | MUTUAL FUND INVESTMENT | $28,873 | $1,487 |
| Leafhouse Financial Advisors LLC | FIDUCIARY SERVICES | $30,324 | not reported in the loaded dataset |
| Clint Davis | PLAN ADMINISTRATION | $11,653 | not reported in the loaded dataset |