Lasalle Bristol, Lp 401(K) Plan — Form 5500 plan (Lasalle Bristol, L.P.)

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, Lasalle Bristol, Lp 401(K) Plan is a benefit plan reported by Lasalle Bristol, L.P. under EIN 35-1499063 and plan number 003. The latest loaded filing year is 2023. The filing reports 501 participants and $22,097,243 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lasalle Bristol, L.P.
EIN
35-1499063
Plan number
003
Plan type
2
Location
Elkhart, IN
Latest filing year
2023
Participants
501
End-of-year plan assets
$22,097,243

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023501H, C20241014105244NAL0014794435001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,097,243
Total liabilities (EOY)
$0
Net assets (EOY)
$22,097,243
Net assets (BOY)
$19,976,576

Income & contributions

Employer contributions
$767,019
Participant contributions
$1,486,325
Total contributions
$2,340,744
Total income / additions
$4,803,477

Expenses & distributions

Benefits paid
$2,645,453
Administrative expenses
$37,357
Total expenses
$2,682,810
Net increase / (decrease)
$2,120,667

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Concurrent Investment Advisors LLCINVESTMENT ADVISOR$26,331not reported in the loaded dataset2023
Raymond JamesNONE$15,185not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$1,755$02023

Related Form 5500 pages