Harry Lawall & Son 401(K) Plan — Form 5500 plan (Harry Lawall & Son 401(K) Plan)
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, Harry Lawall & Son 401(K) Plan is a benefit plan reported by Harry Lawall & Son 401(K) Plan under EIN 23-2098213 and plan number 003. The latest loaded filing year is 2023. The filing reports 178 participants and $26,544,709 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harry Lawall & Son 401(K) Plan
- EIN
- 23-2098213
- Plan number
- 003
- Plan type
- 2
- Location
- Langhorne, PA
- Latest filing year
- 2023
- Participants
- 178
- End-of-year plan assets
- $26,544,709
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 178 | H, C | 20241011082230NAL0043055426001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,544,709
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,544,709
- Net assets (BOY)
- $21,678,742
Income & contributions
- Employer contributions
- $433,966
- Participant contributions
- $842,923
- Total contributions
- $1,276,889
- Total income / additions
- $5,514,314
Expenses & distributions
- Benefits paid
- $638,751
- Administrative expenses
- $9,596
- Total expenses
- $648,347
- Net increase / (decrease)
- $4,865,967
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $5,559 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $4,037 | $0 | 2023 |