Lta Research 401(K) Plan — Form 5500 plan (Lta Research And Exploration 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, Lta Research 401(K) Plan is a benefit plan reported by Lta Research And Exploration LLC under EIN 36-4786353 and plan number 001. The latest loaded filing year is 2023. The filing reports 314 participants and $11,370,875 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lta Research And Exploration LLC
- EIN
- 36-4786353
- Plan number
- 001
- Plan type
- 2
- Location
- Sunnyvale, CA
- Latest filing year
- 2023
- Participants
- 314
- End-of-year plan assets
- $11,370,875
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 314 | H, C | 20241119190733NAL0005140608001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,370,875
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,370,875
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $1,326,696
- Participant contributions
- $1,857,399
- Total contributions
- $4,451,621
- Total income / additions
- $5,862,068
Expenses & distributions
- Benefits paid
- $1,166,609
- Administrative expenses
- $10,331
- Total expenses
- $1,176,940
- Net increase / (decrease)
- $4,685,128
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wespac Plan Services, LLC | NONE | $7,874 | not reported in the loaded dataset | 2023 |