2023 Form 5500 filing — Lobar Associates, Inc. Retirement 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 20241011084700NAL0010740243001) for Lobar Associates, Inc. Retirement Plan, reported by Lobar Associates, Inc. under EIN 23-2450611 and plan number 001. It reports 189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011084700NAL0010740243001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lobar Associates, Inc.
- EIN
- 23-2450611
- Plan number
- 001
- Location
- Dillsburg, PA
- Participants
- 189
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,711,681
- Total liabilities (EOY)
- $535
- Net assets (EOY)
- $11,711,146
- Employer contributions
- $114,605
- Participant contributions
- $909,936
- Total income / additions
- $2,623,063
- Benefits paid
- $226,209
- Administrative expenses
- $18,505
- Total expenses
- $244,714
- Net increase / (decrease)
- $2,378,349
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisor Networks LLC | INVESTMENT ADVISOR | $13,500 | not reported in the loaded dataset |
| Cetera Investment Advisers LLC | INVESTMENT ADVISOR | $4,500 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $505 | $0 |