La Tourangelle, Inc. 401(K) Retirement Plan — Form 5500 plan (La Tourangelle, Inc.)
Plain-English plan 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, La Tourangelle, Inc. 401(K) Retirement Plan is a benefit plan reported by La Tourangelle, Inc. under EIN 02-0653077 and plan number 001. The latest loaded filing year is 2023. The filing reports 121 participants and $2,895,152 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- La Tourangelle, Inc.
- EIN
- 02-0653077
- Plan number
- 001
- Plan type
- 2
- Location
- Woodland, CA
- Latest filing year
- 2023
- Participants
- 121
- End-of-year plan assets
- $2,895,152
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 121 | H, C | 20241015202828NAL0017182403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,895,152
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,895,152
- Net assets (BOY)
- $2,251,854
Income & contributions
- Employer contributions
- $245,639
- Participant contributions
- $223,120
- Total contributions
- $468,759
- Total income / additions
- $807,126
Expenses & distributions
- Benefits paid
- $158,842
- Administrative expenses
- $4,986
- Total expenses
- $163,828
- Net increase / (decrease)
- $643,298
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Investment Advisory Services, | SERVICE PROVIDER | $0 | $9,977 | 2023 |
| Cbiz Benefits And Insurance Service | SERVICE PROVIDER | $0 | $6,912 | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $256 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance And Annui | INVESTMENT ADVISORY | $256 | not reported in the loaded dataset | 2023 |
| Voya Retirement And Annuity Company | SERVICE PROVIDER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for La Tourangelle, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Woodland, CA
- Cbiz Investment Advisory Services, — Schedule C compensation
- Cbiz Benefits And Insurance Service — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation
- Voya Retirement And Annuity Company — Schedule C compensation