2023 Form 5500 filing — Lamberti Usa, Inc. Profit Sharing & 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 20250923134036NAL0009292610001) for Lamberti Usa, Inc. Profit Sharing & Savings Plan, reported by Lamberti Usa, Inc. under EIN 06-1593158 and plan number 001. It reports 228 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250923134036NAL0009292610001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lamberti Usa, Inc.
- EIN
- 06-1593158
- Plan number
- 001
- Location
- Hungerford, TX
- Participants
- 228
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,654,544
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,654,544
- Employer contributions
- $477,913
- Participant contributions
- $596,357
- Total income / additions
- $2,488,091
- Benefits paid
- $959,795
- Administrative expenses
- $13,592
- Total expenses
- $973,387
- Net increase / (decrease)
- $1,514,704
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lamberti, Usa | SERVICE PROVIDER | $5,905 | not reported in the loaded dataset |
| Alliance Benefit Group Of Houston | TPA | $0 | $5,244 |
| Voya Retirement Ins. & Annuity | INVESTMENT ADVISORY | $0 | $1,745 |
| Morningstar Investment Managment | INVESTMENT ADV. (PART) | $968 | not reported in the loaded dataset |