Lasseter Tractor Co., Inc. 401(K) Plan — Form 5500 plan (Lasseter Tractor Co 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, Lasseter Tractor Co., Inc. 401(K) Plan is a benefit plan reported by Lasseter Tractor Co Inc under EIN 58-0813297 and plan number 002. The latest loaded filing year is 2023. The filing reports 179 participants and $10,927,915 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lasseter Tractor Co Inc
EIN
58-0813297
Plan number
002
Plan type
2
Location
Moultrie, GA
Latest filing year
2023
Participants
179
End-of-year plan assets
$10,927,915

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023179H, C20240821105753NAL0006837488001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,927,915
Total liabilities (EOY)
$0
Net assets (EOY)
$10,927,915
Net assets (BOY)
$8,533,830

Income & contributions

Employer contributions
$324,435
Participant contributions
$774,629
Total contributions
$1,117,506
Total income / additions
$2,701,314

Expenses & distributions

Benefits paid
$198,298
Administrative expenses
$69,602
Total expenses
$307,229
Net increase / (decrease)
$2,394,085

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond JamesREG INVESTMENT ADVISOR$38,411not reported in the loaded dataset2023
John Hancock UsaRECORDKEEPER$3,343not reported in the loaded dataset2023

Related Form 5500 pages