Lambert Global,LLC 401(K) Plan — Form 5500 plan (Lambert Global, 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, Lambert Global,LLC 401(K) Plan is a benefit plan reported by Lambert Global, LLC under EIN 38-3428160 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $8,099,966 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lambert Global, LLC
EIN
38-3428160
Plan number
001
Plan type
2
Location
Grand Rapids, MI
Latest filing year
2023
Participants
133
End-of-year plan assets
$8,099,966

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023133H, C20241014102820NAL0027025569001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,099,966
Total liabilities (EOY)
$0
Net assets (EOY)
$8,099,966
Net assets (BOY)
$6,569,614

Income & contributions

Employer contributions
$112,541
Participant contributions
$636,415
Total contributions
$748,956
Total income / additions
$1,928,119

Expenses & distributions

Benefits paid
$349,934
Administrative expenses
$47,833
Total expenses
$397,767
Net increase / (decrease)
$1,530,352

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Greenleaf TrustTRUSTEE$47,833not reported in the loaded dataset2023

Related Form 5500 pages