Larson Gross P.L.L.C. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Larson Gross P.L.L.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, Larson Gross P.L.L.C. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Larson Gross P.L.L.C. under EIN 91-1663574 and plan number 001. The latest loaded filing year is 2023. The filing reports 179 participants and $25,257,636 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Larson Gross P.L.L.C.
- EIN
- 91-1663574
- Plan number
- 001
- Plan type
- 2
- Location
- Bellingham, WA
- Latest filing year
- 2023
- Participants
- 179
- End-of-year plan assets
- $25,257,636
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 179 | H, C | 20241001100838NAL0003181891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,257,636
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,257,636
- Net assets (BOY)
- $21,005,325
Income & contributions
- Employer contributions
- $1,390,148
- Participant contributions
- $1,442,841
- Total contributions
- $3,988,767
- Total income / additions
- $7,132,968
Expenses & distributions
- Benefits paid
- $2,808,926
- Administrative expenses
- $71,731
- Total expenses
- $2,880,657
- Net increase / (decrease)
- $4,252,311
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Harbor Investment Management | NONE | $41,000 | not reported in the loaded dataset | 2023 |
| Nwps | NONE | $21,768 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $8,963 | not reported in the loaded dataset | 2023 |