Frank H. Lehr Associates 401(K) Plan — Form 5500 plan (Frank H. Lehr Associates)

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, Frank H. Lehr Associates 401(K) Plan is a benefit plan reported by Frank H. Lehr Associates under EIN 22-1607113 and plan number 002. The latest loaded filing year is 2023. The filing reports 13 participants and $3,344,461 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.3MPlan net assets, end of year$3,344,461
Participants13Covered participants reported
Assets / participant$257.3KComputed: assets ÷ participants$257,266 (computed)
Provider compensationNone reported
Plan sponsor
Frank H. Lehr Associates
EIN
22-1607113
Plan number
002
Plan type
2
Location
East Orange, NJ
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    13 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.3M total assets
Net assets$3.3MLiabilities$0
Money in vs. money out
Total income / additions$669.9K
Total expenses$29.2K
Benefits paid / distributions$27.9K
Contributions
Employer$21.4K
Participant$75.6K
Full reported line items

Net assets

Total assets (EOY)
$3,344,461
Total liabilities (EOY)
$0
Net assets (EOY)
$3,344,461
Net assets (BOY)
$2,703,815

Income & contributions

Employer contributions
$21,389
Participant contributions
$75,599
Total income / additions
$669,858

Expenses & distributions

Benefits paid
$27,937
Administrative expenses
$1,275
Total expenses
$29,212
Net increase / (decrease)
$640,646
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 22%Participant 78%
Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income4%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Frank H. Lehr Associates 401(K) Plan?
Frank H. Lehr Associates 401(K) Plan is reported as sponsored by Frank H. Lehr Associates (EIN 22-1607113, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Frank H. Lehr Associates 401(K) Plan?
The latest Form 5500 filing year loaded for Frank H. Lehr Associates 401(K) Plan is 2023.
How many participants does Frank H. Lehr Associates 401(K) Plan report?
Frank H. Lehr Associates 401(K) Plan reports 13 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Frank H. Lehr Associates 401(K) Plan?
Frank H. Lehr Associates 401(K) Plan reports $3,344,461 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages