Lord & Sons, Inc. 401(K) Plan — Form 5500 plan (Lord & Sons, 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, Lord & Sons, Inc. 401(K) Plan is a benefit plan reported by Lord & Sons, Inc. under EIN 94-1751726 and plan number 001. The latest loaded filing year is 2023. The filing reports 192 participants and $9,007,567 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lord & Sons, Inc.
- EIN
- 94-1751726
- Plan number
- 001
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 192
- End-of-year plan assets
- $9,007,567
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 192 | H, C | 20240722115101NAL0009880881001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,007,567
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,007,567
- Net assets (BOY)
- $7,851,058
Income & contributions
- Employer contributions
- $284,746
- Participant contributions
- $550,131
- Total contributions
- $948,147
- Total income / additions
- $2,434,554
Expenses & distributions
- Benefits paid
- $1,259,703
- Administrative expenses
- $18,342
- Total expenses
- $1,278,045
- Net increase / (decrease)
- $1,156,509
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Advanced Retirement Solutions | INVESTMENT ADVISOR | $16,572 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,770 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lord & Sons, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- Advanced Retirement Solutions — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation