2023 Form 5500 filing — Lezzer Holdings, 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 20241010075914NAL0009817075001) for Lezzer Holdings, Inc. 401(K) Plan, reported by Lezzer Holdings, Inc. under EIN 26-0000502 and plan number 003. It reports 483 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010075914NAL0009817075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lezzer Holdings, Inc.
- EIN
- 26-0000502
- Plan number
- 003
- Location
- Curwensville, PA
- Participants
- 483
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,922,164
- Net assets (EOY)
- $23,922,164
- Participant contributions
- $1,339,364
- Total income / additions
- $4,356,624
- Benefits paid
- $439,760
- Administrative expenses
- $78,926
- Total expenses
- $518,686
- Net increase / (decrease)
- $3,837,938
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Robert W. Baird & Co., Inc. | INVESTMENT ADVISOR | $53,310 | $0 |
| Metro Benefits, Inc. | CONTRACT ADMIN | $13,963 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $8,297 | $0 |