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, Lawley Retirement Plan is a benefit plan reported by Lawley, LLC under EIN 22-2737385 and plan number 002. The latest loaded filing year is 2023. The filing reports 549 participants and $90,893,554 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $90,893,554
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $90,893,554
- Net assets (BOY)
- $75,158,022
Income & contributions
- Employer contributions
- $1,947,188
- Participant contributions
- $4,464,064
- Total contributions
- $10,670,354
- Total income / additions
- $24,268,928
Expenses & distributions
- Benefits paid
- $8,522,336
- Administrative expenses
- $11,060
- Total expenses
- $8,533,396
- Net increase / (decrease)
- $15,735,532