2023 Form 5500 filing — La Tourangelle, Inc. 401(K) 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 20241015202828NAL0017182403001) for La Tourangelle, Inc. 401(K) Retirement Plan, reported by La Tourangelle, Inc. under EIN 02-0653077 and plan number 001. It reports 121 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015202828NAL0017182403001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- La Tourangelle, Inc.
- EIN
- 02-0653077
- Plan number
- 001
- Location
- Woodland, CA
- Participants
- 121
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,895,152
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,895,152
- Employer contributions
- $245,639
- Participant contributions
- $223,120
- Total income / additions
- $807,126
- Benefits paid
- $158,842
- Administrative expenses
- $4,986
- Total expenses
- $163,828
- Net increase / (decrease)
- $643,298
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Advisory Services, | SERVICE PROVIDER | $0 | $9,977 |
| Cbiz Benefits And Insurance Service | SERVICE PROVIDER | $0 | $6,912 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $256 | not reported in the loaded dataset |
| Voya Retirement Insurance And Annui | INVESTMENT ADVISORY | $256 | not reported in the loaded dataset |
| Voya Retirement And Annuity Company | SERVICE PROVIDER | $0 | $0 |