2023 Form 5500 filing — Lerner Rowe & Associates Pc 401(K) Profit Sharing Plan & Trust
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 20241009164419NAL0033421744001) for Lerner Rowe & Associates Pc 401(K) Profit Sharing Plan & Trust, reported by Lerner Rowe & Associates Pc under EIN 06-1756323 and plan number 001. It reports 316 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009164419NAL0033421744001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lerner Rowe & Associates Pc
- EIN
- 06-1756323
- Plan number
- 001
- Location
- Las Vegas, NV
- Participants
- 316
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,656,525
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,656,525
- Employer contributions
- $387,626
- Participant contributions
- $686,874
- Total income / additions
- $1,993,780
- Benefits paid
- $297,720
- Administrative expenses
- $29,893
- Total expenses
- $327,613
- Net increase / (decrease)
- $1,666,167
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Planners Financial Services | ADVISOR | $21,963 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $7,070 | not reported in the loaded dataset |