2023 Form 5500 filing — Lacarte Enterprises Inc 401(K) Profit Sharing Plan & Trust
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 20241014063320NAL0026722177001) for Lacarte Enterprises Inc 401(K) Profit Sharing Plan & Trust, reported by Lacarte Enterprises Inc under EIN 25-1220457 and plan number 001. It reports 171 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014063320NAL0026722177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lacarte Enterprises Inc
- EIN
- 25-1220457
- Plan number
- 001
- Location
- Charleroi, PA
- Participants
- 171
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,690,795
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,690,795
- Employer contributions
- $208,742
- Participant contributions
- $409,467
- Total income / additions
- $1,998,834
- Benefits paid
- $210,841
- Administrative expenses
- $32,227
- Total expenses
- $243,068
- Net increase / (decrease)
- $1,755,766
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Db Root & Company LLC | INVESTMENT ADVISOR | $16,724 | not reported in the loaded dataset |
| Dunbar, Bender & Zapf, Inc. | CONTRACT ADMIN | $9,545 | not reported in the loaded dataset |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $5,356 | $0 |