Plan5500

Lacerta Group, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Lacerta Group, LLC (EIN 04-3180539) is a plan sponsor located in Mansfield, MA with 9 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-3180539
Location
Mansfield, MA
Loaded plans
9
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Lacerta Group, LLC

  • 9 loaded plans hold $4.7M in reported assets.
  • The largest, Lacerta Group, LLC 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 3,051 reported participants.
  • 1 of 9 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.7MSummed across loaded plans$4,717,520
Total reported assets$4.7M$4,717,520
Total reported participants3.1K3,051
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.7M total assets
Net assets$4.7MLiabilities$0
Contributions & income
Employer contributions$456.8K
Participant contributions$835.1K
Total income / additions$2.5M
Expenses & distributions
Benefits paid / distributions$327.3K
Total expenses$334.6K
Net increase / (decrease)$2.2M

Data coverage

Plans with financial statements1 / 9 (11%)
Plans with provider compensation1 / 9 (11%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Lacerta Group, LLC 401(K) Plan
Participants per plan339Average across loaded plans
Loaded plans9
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Lacerta Group, LLC 401(K) Plan$4.7M
    Plan #001 · 382 participants · 2023
  2. 2
    Lacerta Group, LLC Eap Plannot reported in the loaded dataset
    Plan #505 · 431 participants · 2023
  3. 3
    Lacerta Group, LLC Ad&D Plannot reported in the loaded dataset
    Plan #502 · 420 participants · 2023
  4. 4
    Lacerta Group, LLC Std Plannot reported in the loaded dataset
    Plan #503 · 420 participants · 2023
  5. 5
    Lacerta Group, LLC Ltd Plannot reported in the loaded dataset
    Plan #504 · 420 participants · 2023
  6. 6
    Lacerta Group, LLC Life Plannot reported in the loaded dataset
    Plan #501 · 420 participants · 2023
  7. 7
    Lacerta Group, LLC Dental Insurancenot reported in the loaded dataset
    Plan #507 · 196 participants · 2023
  8. 8
    Lacerta Group, LLC Health Insurancenot reported in the loaded dataset
    Plan #506 · 188 participants · 2023
  9. 9
    Lacerta Group, LLC Vision Insurancenot reported in the loaded dataset
    Plan #508 · 174 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Lacerta Group, LLC. Open one for its full reported snapshot.

  1. 2023
    Lacerta Group, LLC 401(K) Plan382 participants · 2Sch HSch C
    View filing →
  2. 2023
    Lacerta Group, LLC Ad&D Plan420 participants · 2No schedules
    View filing →
  3. 2023
    Lacerta Group, LLC Dental Insurance196 participants · 2No schedules
    View filing →
  4. 2023
    Lacerta Group, LLC Eap Plan431 participants · 2No schedules
    View filing →
  5. 2023
    Lacerta Group, LLC Health Insurance188 participants · 2No schedules
    View filing →
  6. 2023
    Lacerta Group, LLC Life Plan420 participants · 2No schedules
    View filing →
  7. 2023
    Lacerta Group, LLC Ltd Plan420 participants · 2No schedules
    View filing →
  8. 2023
    Lacerta Group, LLC Std Plan420 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Lacerta Group, LLC report on Form 5500?
Lacerta Group, LLC (EIN 04-3180539) reports 9 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Lacerta Group, LLC?
The Employer Identification Number (EIN) reported for Lacerta Group, LLC is 04-3180539.
What is the latest Form 5500 filing year for Lacerta Group, LLC?
The latest loaded Form 5500 filing year for Lacerta Group, LLC is 2023.

Related Form 5500 pages