Larson Texts, Inc. Employees' Savings And Retirement Plan — Form 5500 plan (Larson Texts, 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, Larson Texts, Inc. Employees' Savings And Retirement Plan is a benefit plan reported by Larson Texts, Inc. under EIN 25-1685733 and plan number 001. The latest loaded filing year is 2023. The filing reports 217 participants and $17,638,505 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$17.6MPlan net assets, end of year$17,638,505
Participants217Covered participants reported
Assets / participant$81.3KComputed: assets ÷ participants$81,283 (computed)
Provider compensation$60.9K3 Schedule C provider row(s)$60,879
- Plan sponsor
- Larson Texts, Inc.
- EIN
- 25-1685733
- Plan number
- 001
- Plan type
- 2
- Location
- Erie, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 217 | H, C | 20240927074047NAL0000915667001 |
Schedule H · 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)$17.6M total assets
Net assets$17.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $17,638,505
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,638,505
- Net assets (BOY)
- $15,191,291
Income & contributions
- Employer contributions
- $565,013
- Participant contributions
- $1,018,600
- Total contributions
- $1,656,365
- Total income / additions
- $3,862,024
Expenses & distributions
- Benefits paid
- $1,353,931
- Administrative expenses
- $60,879
- Total expenses
- $1,414,810
- Net increase / (decrease)
- $2,447,214
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.
36%64%
Employer 36%Participant 64%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $42,332 | $0 | 2023 |
| Mcgill Power Bell & Associates, Llp | AUDITOR | $14,025 | not reported in the loaded dataset | 2023 |
| National Professional Planning Grou | CONTRACT ADMIN | $4,522 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Larson Texts, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Erie, PA
- Empower Annuity Insurance Company O — Schedule C compensation
- Mcgill Power Bell & Associates, Llp — Schedule C compensation
- National Professional Planning Grou — Schedule C compensation