Lawrence Equipment 401(K) Retirement Plan — Form 5500 plan (Lawrence Equipment, 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, Lawrence Equipment 401(K) Retirement Plan is a benefit plan reported by Lawrence Equipment, Inc. under EIN 95-3731402 and plan number 001. The latest loaded filing year is 2023. The filing reports 443 participants and $15,873,890 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$15.9MPlan net assets, end of year$15,873,890
Participants443Covered participants reported
Assets / participant$35.8KComputed: assets ÷ participants$35,833 (computed)
Provider compensation$26.7K4 Schedule C provider row(s)$26,656
- Plan sponsor
- Lawrence Equipment, Inc.
- EIN
- 95-3731402
- Plan number
- 001
- Plan type
- 2
- Location
- So. El Monte, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 443 | H, C | 20241003173120NAL0005967315001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$15.9M total assets
Net assets$15.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $15,873,890
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,873,890
- Net assets (BOY)
- $13,135,002
Income & contributions
- Employer contributions
- $503,013
- Participant contributions
- $927,112
- Total contributions
- $1,441,839
- Total income / additions
- $3,369,719
Expenses & distributions
- Benefits paid
- $604,175
- Administrative expenses
- $26,656
- Total expenses
- $630,831
- Net increase / (decrease)
- $2,738,888
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
35%65%
Employer 35%Participant 65%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12,882 | not reported in the loaded dataset | 2023 |
| Hoffman Short Rubin Dewinter Sander | AUDITOR | $11,000 | not reported in the loaded dataset | 2023 |
| Morningstar Inc Dba Morningstar Ass | OTHER | $2,774 | 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 Lawrence Equipment, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in So. El Monte, CA
- Empower Advisory Group, LLC — Schedule C compensation
- Hoffman Short Rubin Dewinter Sander — Schedule C compensation
- Morningstar Inc Dba Morningstar Ass — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation