2023 Form 5500 filing — Lsa Associates, Inc. Profit-Sharing And Savings Plan And 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 20250313120809NAL0020665217001) for Lsa Associates, Inc. Profit-Sharing And Savings Plan And Trust, reported by Lsa Associates, Inc. under EIN 94-2341614 and plan number 003. It reports 397 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)$75.9MReported net assets$75,889,106
Participants397
Provider compensation$15.8K1 Schedule C row(s)$15,809
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250313120809NAL0020665217001
Plan sponsor
Lsa Associates, Inc.
EIN
94-2341614
Plan number
003
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)$75.9M total assets
Net assets$75.9MLiabilities$0
Money in vs. money out
Total income / additions$11.7M
Total expenses$4.3M
Benefits paid / distributions$4.3M
Contributions
Employer$626.9K
Participant$1.2M
Full reported line items
Total assets (EOY)
$75,889,106
Total liabilities (EOY)
$0
Net assets (EOY)
$75,889,106
Employer contributions
$626,884
Participant contributions
$1,213,558
Total income / additions
$11,716,531
Benefits paid
$4,284,779
Administrative expenses
$15,808
Total expenses
$4,300,587
Net increase / (decrease)
$7,415,944
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $15.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250313120809NAL0020665217001 cover?
It is the 2023 Form 5500 filing for Lsa Associates, Inc. Profit-Sharing And Savings Plan And Trust, 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), Schedule C (service provider compensation).

Related Form 5500 pages