2023 Form 5500 filing — Lantana Consulting Group Employee Stock Ownership 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 20240910112140NAL0006792657001) for Lantana Consulting Group Employee Stock Ownership Plan, reported by Lantana Consulting Group, Inc. under EIN 20-2897420 and plan number 001. It reports 84 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240910112140NAL0006792657001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lantana Consulting Group, Inc.
- EIN
- 20-2897420
- Plan number
- 001
- Location
- East Thetford, VT
- Participants
- 84
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,757,722
- Total liabilities (EOY)
- $17,479,724
- Net assets (EOY)
- -$2,722,002
- Employer contributions
- $1,071,033
- Total income / additions
- $9,575,614
- Benefits paid
- $12,505
- Total expenses
- $12,505
- Net increase / (decrease)
- $9,563,109
- Schedule source
- Schedule I