2023 Form 5500 filing — Lenbrook Square Foundation, Inc. 401(K) Savings 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 20250501093319NAL0006473346001) for Lenbrook Square Foundation, Inc. 401(K) Savings Plan, reported by Lenbrook Square Foundation, Inc. under EIN 58-1416841 and plan number 001. It reports 428 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)$9.4MReported net assets$9,385,869
Participants428
Provider compensation$127.8K3 Schedule C row(s)$127,823
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250501093319NAL0006473346001
Plan sponsor
Lenbrook Square Foundation, Inc.
EIN
58-1416841
Plan number
001
Location
Atlanta, GA
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)$9.4M total assets
Net assets$9.4MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$687.4K
Benefits paid / distributions$579.6K
Contributions
Employer$320K
Participant$1.1M
Full reported line items
Total assets (EOY)
$9,385,869
Total liabilities (EOY)
$0
Net assets (EOY)
$9,385,869
Employer contributions
$319,983
Participant contributions
$1,129,173
Total income / additions
$2,778,105
Benefits paid
$579,562
Administrative expenses
$97,924
Total expenses
$687,384
Net increase / (decrease)
$2,090,721
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $85.5K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $25.2K
  3. 3
    CONTRACT ADMINISTRATOR · Direct $12.5K · Indirect $4.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250501093319NAL0006473346001 cover?
It is the 2023 Form 5500 filing for Lenbrook Square Foundation, Inc. 401(K) Savings Plan, reported by Lenbrook Square Foundation, Inc. (EIN 58-1416841).
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