Retirement Income Security Plan-Laritech, Inc. — Form 5500 plan (Laritech, 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, Retirement Income Security Plan-Laritech, Inc. is a benefit plan reported by Laritech, Inc. under EIN 95-4861882 and plan number 002. The latest loaded filing year is 2023. The filing reports 148 participants and $4,819,677 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Laritech, Inc.
EIN
95-4861882
Plan number
002
Plan type
2
Location
Moorpark, CA
Latest filing year
2023
Participants
148
End-of-year plan assets
$4,819,677

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023148H, C20241014172310NAL0013681891001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,819,677
Total liabilities (EOY)
$0
Net assets (EOY)
$4,819,677
Net assets (BOY)
$3,591,146

Income & contributions

Employer contributions
$103,080
Participant contributions
$485,316
Total contributions
$714,405
Total income / additions
$1,469,317

Expenses & distributions

Benefits paid
$229,157
Administrative expenses
$48,994
Total expenses
$278,151
Net increase / (decrease)
$1,191,166

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Integrity FinancialADVISOR$39,231not reported in the loaded dataset2023
Paychex, Inc.RECORDKEEPER$7,372not reported in the loaded dataset2023
Matrix Trust CompanyNONE$3$02023

Related Form 5500 pages