2023 Form 5500 filing — Land Trust Alliance, Inc. Defined Contribution 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 20241014073936NAL0025667169001) for Land Trust Alliance, Inc. Defined Contribution Retirement Plan, reported by The Land Trust Alliance, Inc. under EIN 04-2751357 and plan number 001. It reports 124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$17.9MReported net assets$17,861,226
Participants124
Provider compensation$751 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014073936NAL0025667169001
Plan sponsor
The Land Trust Alliance, Inc.
EIN
04-2751357
Plan number
001
Location
Washington, DC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$17.9M total assets
Net assets$17.9MLiabilities$0
Money in vs. money out
Total income / additions$3.8M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$530.1K
Participant$749.6K
Full reported line items
Total assets (EOY)
$17,861,226
Total liabilities (EOY)
$0
Net assets (EOY)
$17,861,226
Employer contributions
$530,096
Participant contributions
$749,554
Total income / additions
$3,834,038
Benefits paid
$1,241,083
Administrative expenses
$75
Total expenses
$1,241,158
Net increase / (decrease)
$2,592,880
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Tiaa$75
    RECORDKEEPER · Direct $75

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014073936NAL0025667169001 cover?
It is the 2023 Form 5500 filing for Land Trust Alliance, Inc. Defined Contribution Retirement Plan, reported by The Land Trust Alliance, Inc. (EIN 04-2751357).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages