Lusardi 401(K) Plan — Form 5500 plan (Lusardi Construction Co.)
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, Lusardi 401(K) Plan is a benefit plan reported by Lusardi Construction Co. under EIN 95-2159879 and plan number 006. The latest loaded filing year is 2023. The filing reports 240 participants and $39,024,954 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lusardi Construction Co.
- EIN
- 95-2159879
- Plan number
- 006
- Plan type
- 2
- Location
- San Marcos, CA
- Latest filing year
- 2023
- Participants
- 240
- End-of-year plan assets
- $39,024,954
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 240 | H, C | 20241015103509NAL0014410531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,024,954
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,024,954
- Net assets (BOY)
- $33,814,395
Income & contributions
- Employer contributions
- $804,559
- Participant contributions
- $1,505,512
- Total contributions
- $2,310,071
- Total income / additions
- $7,907,937
Expenses & distributions
- Benefits paid
- $2,618,633
- Administrative expenses
- $78,745
- Total expenses
- $2,697,378
- Net increase / (decrease)
- $5,210,559
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $78,745 | $0 | 2023 |
| Cambridge Investment Research Inc | OTHER SERVICES | $0 | $42,946 | 2023 |