2023 Form 5500 filing — The Lanier Law Firm, P.C. 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 20241009152022NAL0018638209001) for The Lanier Law Firm, P.C. 401(K) Plan, reported by The Lanier Law Firm, P.C. under EIN 76-0515650 and plan number 001. It reports 223 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009152022NAL0018638209001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Lanier Law Firm, P.C.
- EIN
- 76-0515650
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 223
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,996,468
- Total liabilities (EOY)
- $661
- Net assets (EOY)
- $27,995,807
- Employer contributions
- $595,276
- Participant contributions
- $1,848,887
- Total income / additions
- $6,072,804
- Benefits paid
- $1,987,751
- Administrative expenses
- $26,870
- Total expenses
- $2,059,642
- Net increase / (decrease)
- $4,013,162
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cwm, LLC | SERVICE PROVIDER | $0 | $86,681 |
| July Business Services Inc. | THIRD PARTY ADMINISTRATO | $0 | $12,455 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 |