2023 Form 5500 filing — J.P. Lamborn Co. 401(K) Profit Sharing 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 20241014160013NAL0027798225001) for J.P. Lamborn Co. 401(K) Profit Sharing Plan, reported by Jp Lamborn Co., Inc under EIN 77-0035994 and plan number 002. It reports 196 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014160013NAL0027798225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jp Lamborn Co., Inc
- EIN
- 77-0035994
- Plan number
- 002
- Location
- Fresno, CA
- Participants
- 196
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,310,675
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,310,675
- Employer contributions
- $380,489
- Participant contributions
- $531,177
- Total income / additions
- $2,019,234
- Benefits paid
- $260,828
- Administrative expenses
- $96,334
- Total expenses
- $357,162
- Net increase / (decrease)
- $1,662,072
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Roush Investments, LLC | INVESTMENT MANAGER | $45,846 | not reported in the loaded dataset |
| Nationwide | RECORD KEEPER | $27,586 | not reported in the loaded dataset |
| Aps Pentegra Services Inc | TPA | $13,745 | not reported in the loaded dataset |
| Pentegra Services Inc | TPA | $4,162 | not reported in the loaded dataset |
| Nationwide Life Insurance Company | RECORDKEEPER | $832 | not reported in the loaded dataset |