2023 Form 5500 filing — Lamb Farms 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 20241015160435NAL0050346448001) for Lamb Farms Inc 401(K) Profit Sharing Plan & Trust, reported by Lamb Farms Inc under EIN 16-1081703 and plan number 001. It reports 194 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)$6.8MReported net assets$6,788,995
Participants194
Provider compensation$42.6K3 Schedule C row(s)$42,623
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015160435NAL0050346448001
Plan sponsor
Lamb Farms Inc
EIN
16-1081703
Plan number
001
Location
Oakfield, NY
Received date
not reported in the loaded dataset
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)$6.8M total assets
Net assets$6.8MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$332.4K
Benefits paid / distributions$282.5K
Contributions
Employer$81.7K
Participant$259.3K
Full reported line items
Total assets (EOY)
$6,788,995
Total liabilities (EOY)
$0
Net assets (EOY)
$6,788,995
Employer contributions
$81,679
Participant contributions
$259,321
Total income / additions
$1,246,904
Benefits paid
$282,470
Administrative expenses
$43,493
Total expenses
$332,427
Net increase / (decrease)
$914,477

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
The Waterford GroupADVISOR$22,299not reported in the loaded dataset
Paychex, Inc.RECORDKEEPER$13,389not reported in the loaded dataset
Erisa Fiduciary Services, Inc.CONTRACT ADMINISTRATOR$6,935not reported in the loaded dataset

Related Form 5500 pages