J.P. Lamborn Co. 401(K) Profit Sharing Plan — Form 5500 plan (Jp Lamborn 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, J.P. Lamborn Co. 401(K) Profit Sharing Plan is a benefit plan reported by Jp Lamborn Co., Inc under EIN 77-0035994 and plan number 002. The latest loaded filing year is 2023. The filing reports 196 participants and $9,310,675 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jp Lamborn Co., Inc
- EIN
- 77-0035994
- Plan number
- 002
- Plan type
- 2
- Location
- Fresno, CA
- Latest filing year
- 2023
- Participants
- 196
- End-of-year plan assets
- $9,310,675
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 196 | H, C | 20241014160013NAL0027798225001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,310,675
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,310,675
- Net assets (BOY)
- $7,648,603
Income & contributions
- Employer contributions
- $380,489
- Participant contributions
- $531,177
- Total contributions
- $911,666
- Total income / additions
- $2,019,234
Expenses & distributions
- Benefits paid
- $260,828
- Administrative expenses
- $96,334
- Total expenses
- $357,162
- Net increase / (decrease)
- $1,662,072
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Roush Investments, LLC | INVESTMENT MANAGER | $45,846 | not reported in the loaded dataset | 2023 |
| Nationwide | RECORD KEEPER | $27,586 | not reported in the loaded dataset | 2023 |
| Aps Pentegra Services Inc | TPA | $13,745 | not reported in the loaded dataset | 2023 |
| Pentegra Services Inc | TPA | $4,162 | not reported in the loaded dataset | 2023 |
| Nationwide Life Insurance Company | RECORDKEEPER | $832 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jp Lamborn Co., Inc
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Fresno, CA
- Roush Investments, LLC — Schedule C compensation
- Nationwide — Schedule C compensation
- Aps Pentegra Services Inc — Schedule C compensation
- Pentegra Services Inc — Schedule C compensation
- Nationwide Life Insurance Company — Schedule C compensation