Lisa Lau & Company, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Lisa Lau & Company, 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, Lisa Lau & Company, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Lisa Lau & Company, Inc. under EIN 33-0043033 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $1,999,968 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lisa Lau & Company, Inc.
- EIN
- 33-0043033
- Plan number
- 001
- Plan type
- 2
- Location
- Monterey Park, CA
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $1,999,968
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20241006160715NAL0029364354001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,999,968
- Net assets (EOY)
- $1,999,968
- Net assets (BOY)
- $1,737,099
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $105,000
- Total income / additions
- $262,869
Expenses & distributions
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $262,869
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.