2023 Form 5500 filing — Lerner Corporation 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 20241002130833NAL0004810483001) for Lerner Corporation 401(K) Plan, reported by Lerner Corporation under EIN 52-0815758 and plan number 001. It reports 469 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$35.5MReported net assets$35,494,909
Participants469
Provider compensation$133.2K3 Schedule C row(s)$133,199
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241002130833NAL0004810483001
- Plan sponsor
- Lerner Corporation
- EIN
- 52-0815758
- Plan number
- 001
- Location
- Rockville, MD
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$35.5M total assets
Net assets$35.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $35,494,909
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,494,909
- Employer contributions
- $712,727
- Participant contributions
- $2,947,334
- Total income / additions
- $9,339,378
- Benefits paid
- $6,895,737
- Administrative expenses
- $133,199
- Total expenses
- $7,032,205
- Net increase / (decrease)
- $2,307,173
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1
- 2
- 3