2023 Form 5500 filing — Mangini-Lakhia Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730121752NAL0034161216001) for Mangini-Lakhia Profit Sharing Plan, reported by Mangini-Lakhia Pathology Laboratory, P.A. under EIN 74-2155418 and plan number 002. It reports 93 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730121752NAL0034161216001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mangini-Lakhia Pathology Laboratory, P.A.
- EIN
- 74-2155418
- Plan number
- 002
- Location
- Houston, TX
- Participants
- 93
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,394,909
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,394,909
- Employer contributions
- $312,066
- Participant contributions
- $487,034
- Total income / additions
- $2,083,484
- Benefits paid
- $217,820
- Administrative expenses
- $91,494
- Total expenses
- $309,314
- Net increase / (decrease)
- $1,774,170
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | not reported in the loaded dataset | $37,412 | $0 |
| Calton & Associates, Inc. | not reported in the loaded dataset | $0 | $25,726 |
| The Pension Professionals | not reported in the loaded dataset | $1,075 | $4,425 |