Lphc, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Lodestone Pacific Holding Company, 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, Lphc, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Lodestone Pacific Holding Company, Inc. under EIN 81-2426749 and plan number 001. The latest loaded filing year is 2023. The filing reports 271 participants and $11,899,099 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lodestone Pacific Holding Company, Inc.
EIN
81-2426749
Plan number
001
Plan type
2
Location
Arcata, CA
Latest filing year
2023
Participants
271
End-of-year plan assets
$11,899,099

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023271H, C20241008111548NAL0016507905001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,899,099
Total liabilities (EOY)
$0
Net assets (EOY)
$11,899,099
Net assets (BOY)
$11,377,963

Income & contributions

Employer contributions
$48,476
Participant contributions
$495,676
Total contributions
$544,152
Total income / additions
$2,028,364

Expenses & distributions

Benefits paid
$1,504,228
Administrative expenses
$3,000
Total expenses
$1,507,228
Net increase / (decrease)
$521,136

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORDKEEPER$0$02023

Related Form 5500 pages