2023 Form 5500 filing — Lsa Associates, Inc. Employee Stock Ownership 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 20250313120249NAL0020662529001) for Lsa Associates, Inc. Employee Stock Ownership Plan, reported by Lsa Associates, Inc. under EIN 94-2341614 and plan number 002. It reports 292 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$20.9MReported net assets$20,889,806
Participants292
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250313120249NAL0020662529001
Plan sponsor
Lsa Associates, Inc.
EIN
94-2341614
Plan number
002
Location
Irvine, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$20.9M total assets
Net assets$20.9MLiabilities$3.6K
Money in vs. money out
Total income / additions$2.7M
Total expenses$1.5M
Benefits paid / distributions$1.5M
Contributions
Employer$1.3M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$20,893,432
Total liabilities (EOY)
$3,626
Net assets (EOY)
$20,889,806
Employer contributions
$1,300,000
Total income / additions
$2,679,333
Benefits paid
$1,506,006
Administrative expenses
$3,644
Total expenses
$1,509,650
Net increase / (decrease)
$1,169,683

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250313120249NAL0020662529001 cover?
It is the 2023 Form 5500 filing for Lsa Associates, Inc. Employee Stock Ownership Plan, reported by Lsa Associates, Inc. (EIN 94-2341614).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages