2023 Form 5500 filing — Lanier & Associates 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 20241015133411NAL0016501123001) for Lanier & Associates Retirement Plan, reported by Lanier & Associates Consulting Engineers, Inc. under EIN 72-0771664 and plan number 001. It reports 141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133411NAL0016501123001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lanier & Associates Consulting Engineers, Inc.
- EIN
- 72-0771664
- Plan number
- 001
- Location
- New Orleans, LA
- Participants
- 141
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,085,570
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,085,570
- Employer contributions
- $1,033,749
- Participant contributions
- $1,641,148
- Total income / additions
- $8,030,158
- Benefits paid
- $1,709,650
- Administrative expenses
- $15,006
- Total expenses
- $1,724,656
- Net increase / (decrease)
- $6,305,502
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Economic Group Pension Services | THIRD PARTY ADMIN. | $0 | $17,232 |
| Kushner Lagraize | SERVICE PROVIDER | $6,557 | not reported in the loaded dataset |
| Morningstar | SERVICE PROVIDER | $0 | $5,787 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $3,674 | $0 |