2023 Form 5500 filing — Lancaster-Burns Construction, Inc. 401(K) 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 20241004130307NAL0020447456001) for Lancaster-Burns Construction, Inc. 401(K) Profit Sharing Plan, reported by Lancaster-Burns Construction, Inc. under EIN 68-0402277 and plan number 001. It reports 495 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004130307NAL0020447456001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lancaster-Burns Construction, Inc.
- EIN
- 68-0402277
- Plan number
- 001
- Location
- Roseville, CA
- Participants
- 495
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,609,477
- Total liabilities (EOY)
- $46,188
- Net assets (EOY)
- $6,563,289
- Employer contributions
- $204,859
- Participant contributions
- $306,214
- Total income / additions
- $1,384,362
- Benefits paid
- $304,550
- Administrative expenses
- $0
- Total expenses
- $404,462
- Net increase / (decrease)
- $979,900
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Region Financial Group, LLC | ADVISOR | $35,422 | not reported in the loaded dataset |
| Nwps | NONE | $19,488 | not reported in the loaded dataset |