Lance, Soll & Lunghard, Llp 401(K) Profit Sharing Plan — Form 5500 plan (Lance, Soll & Lunghard, Llp)
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, Lance, Soll & Lunghard, Llp 401(K) Profit Sharing Plan is a benefit plan reported by Lance, Soll & Lunghard, Llp under EIN 95-2700123 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $13,204,791 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lance, Soll & Lunghard, Llp
- EIN
- 95-2700123
- Plan number
- 001
- Plan type
- 2
- Location
- Brea, CA
- Latest filing year
- 2023
- Participants
- 153
- End-of-year plan assets
- $13,204,791
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 153 | H, C | 20241010121349NAL0020045537001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,204,791
- Total liabilities (EOY)
- $281
- Net assets (EOY)
- $13,204,510
- Net assets (BOY)
- $10,716,665
Income & contributions
- Employer contributions
- $208,025
- Participant contributions
- $1,088,036
- Total contributions
- $1,381,312
- Total income / additions
- $3,555,498
Expenses & distributions
- Benefits paid
- $1,018,075
- Administrative expenses
- $49,578
- Total expenses
- $1,067,653
- Net increase / (decrease)
- $2,487,845
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oppenheimer & Co Inc. | INVESTMENT AD VISORY - P | $28,838 | $0 | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $17,667 | $0 | 2023 |
| Futureplan By Ascensus | TPA | $2,200 | $0 | 2023 |
| Hicks Pension Services - Slo | TPA | $719 | $65 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lance, Soll & Lunghard, Llp
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Brea, CA
- Oppenheimer & Co Inc. — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation
- Hicks Pension Services - Slo — Schedule C compensation