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, The Lampo Group, LLC 401(K) Plan is a benefit plan reported by The Lampo Group, LLC under EIN 62-1593846 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,184 participants and $72,825,406 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,825,406
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,825,406
- Net assets (BOY)
- $52,276,995
Income & contributions
- Employer contributions
- $3,058,093
- Participant contributions
- $6,945,164
- Total contributions
- $10,582,376
- Total income / additions
- $24,190,761
Expenses & distributions
- Benefits paid
- $3,503,844
- Administrative expenses
- $137,826
- Total expenses
- $3,642,350
- Net increase / (decrease)
- $20,548,411