2023 Form 5500 filing — Lanzo Companies Employee Retirement 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 20241212145105NAL0009486147001) for Lanzo Companies Employee Retirement Plan & Trust, reported by Lanzo Companies, Inc. under EIN 81-1005288 and plan number 003. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241212145105NAL0009486147001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lanzo Companies, Inc.
- EIN
- 81-1005288
- Plan number
- 003
- Location
- Deerfield Beach, FL
- Participants
- 144
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,552,451
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,552,451
- Employer contributions
- $49,865
- Participant contributions
- $242,657
- Total income / additions
- $866,697
- Benefits paid
- $654,195
- Administrative expenses
- $19,259
- Total expenses
- $673,454
- Net increase / (decrease)
- $193,243
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James & Assoc Inc | SERVICE PROVIDER | $0 | $14,584 |
| Lincoln National Corporation | SERVICE PROVIDER | $0 | $3,100 |
| Pension Services Inc. | TPA | $0 | $1,575 |