2023 Form 5500 filing — Lasalle Bristol, Lp 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 20241014105244NAL0014794435001) for Lasalle Bristol, Lp 401(K) Plan, reported by Lasalle Bristol, L.P. under EIN 35-1499063 and plan number 003. It reports 501 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014105244NAL0014794435001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lasalle Bristol, L.P.
- EIN
- 35-1499063
- Plan number
- 003
- Location
- Elkhart, IN
- Participants
- 501
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,097,243
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,097,243
- Employer contributions
- $767,019
- Participant contributions
- $1,486,325
- Total income / additions
- $4,803,477
- Benefits paid
- $2,645,453
- Administrative expenses
- $37,357
- Total expenses
- $2,682,810
- Net increase / (decrease)
- $2,120,667
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Concurrent Investment Advisors LLC | INVESTMENT ADVISOR | $26,331 | not reported in the loaded dataset |
| Raymond James | NONE | $15,185 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,755 | $0 |