2023 Form 5500 filing — Lombardo 401(K) 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 20240922110740NAL0010189937001) for Lombardo 401(K) Plan, reported by Lombardo Homes Of Michigan LLC under EIN 84-3717877 and plan number 001. It reports 245 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240922110740NAL0010189937001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lombardo Homes Of Michigan LLC
- EIN
- 84-3717877
- Plan number
- 001
- Location
- Shelby Township, MI
- Participants
- 245
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,793,414
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,793,414
- Employer contributions
- $466,602
- Participant contributions
- $1,615,737
- Total income / additions
- $5,443,218
- Benefits paid
- $461,317
- Administrative expenses
- $37,407
- Total expenses
- $499,520
- Net increase / (decrease)
- $4,943,698
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | ADVISOR/INVESTMENT ADVI | $21,944 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $10,773 | $0 |