The Lanier Law Firm, P.C. 401(K) Plan — Form 5500 plan (The Lanier Law Firm, P.C.)

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 Lanier Law Firm, P.C. 401(K) Plan is a benefit plan reported by The Lanier Law Firm, P.C. under EIN 76-0515650 and plan number 001. The latest loaded filing year is 2023. The filing reports 223 participants and $27,996,468 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Lanier Law Firm, P.C.
EIN
76-0515650
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
223
End-of-year plan assets
$27,996,468

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023223H, C20241009152022NAL0018638209001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,996,468
Total liabilities (EOY)
$661
Net assets (EOY)
$27,995,807
Net assets (BOY)
$23,982,645

Income & contributions

Employer contributions
$595,276
Participant contributions
$1,848,887
Total contributions
$2,444,163
Total income / additions
$6,072,804

Expenses & distributions

Benefits paid
$1,987,751
Administrative expenses
$26,870
Total expenses
$2,059,642
Net increase / (decrease)
$4,013,162

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cwm, LLCSERVICE PROVIDER$0$86,6812023
July Business Services Inc.THIRD PARTY ADMINISTRATO$0$12,4552023
Voya Retirement Insurance And AnnuiSERVICE PROVIDER$0$02023

Related Form 5500 pages