Pence Construction 401(K) Plan — Form 5500 plan (Lcg Pence, LLC)
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, Pence Construction 401(K) Plan is a benefit plan reported by Lcg Pence, LLC under EIN 22-3878410 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $17,019,758 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lcg Pence, LLC
- EIN
- 22-3878410
- Plan number
- 001
- Plan type
- 2
- Location
- Lake Oswego, OR
- Latest filing year
- 2023
- Participants
- 225
- End-of-year plan assets
- $17,019,758
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 225 | H, C | 20240904155859NAL0011246083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,019,758
- Total liabilities (EOY)
- $21,026
- Net assets (EOY)
- $16,998,732
- Net assets (BOY)
- $14,324,999
Income & contributions
- Employer contributions
- $594,211
- Participant contributions
- $1,393,624
- Total contributions
- $2,065,873
- Total income / additions
- $4,724,108
Expenses & distributions
- Benefits paid
- $1,958,733
- Administrative expenses
- $91,642
- Total expenses
- $2,050,375
- Net increase / (decrease)
- $2,673,733
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aldrich Wealth Limited Partnership | INVESTMENT ADVISOR | $52,609 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $26,264 | $0 | 2023 |
| Prime Retirement Solutions LLC | CONTRACT ADMIN | $10,010 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lcg Pence, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Lake Oswego, OR
- Aldrich Wealth Limited Partnership — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Prime Retirement Solutions LLC — Schedule C compensation