Lamberts Cafe Inc. 401k Profit Sharing Plan And Trust — Form 5500 plan (Lamberts Cafe 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, Lamberts Cafe Inc. 401k Profit Sharing Plan And Trust is a benefit plan reported by Lamberts Cafe Inc. under EIN 43-1232988 and plan number 001. The latest loaded filing year is 2023. The filing reports 300 participants and $3,815,698 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lamberts Cafe Inc.
- EIN
- 43-1232988
- Plan number
- 001
- Plan type
- 2
- Location
- Ozark, MO
- Latest filing year
- 2023
- Participants
- 300
- End-of-year plan assets
- $3,815,698
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 300 | H, C | 20240730143416NAL0020218817001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,815,698
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,815,698
- Net assets (BOY)
- $3,511,315
Income & contributions
- Participant contributions
- $270,050
- Total contributions
- $270,050
- Total income / additions
- $741,980
Expenses & distributions
- Benefits paid
- $396,118
- Administrative expenses
- $32,286
- Total expenses
- $437,597
- Net increase / (decrease)
- $304,383
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $18,262 | $0 | 2023 |
| Stadion Money Management | SERVICE PROVIDER | $7,328 | not reported in the loaded dataset | 2023 |
| Benefit Plans Plus | TPA | $6,700 | not reported in the loaded dataset | 2023 |