2023 Form 5500 filing — Harry Lawall & Son 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 20241011082230NAL0043055426001) for Harry Lawall & Son 401(K) Plan, reported by Harry Lawall & Son 401(K) Plan under EIN 23-2098213 and plan number 003. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011082230NAL0043055426001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harry Lawall & Son 401(K) Plan
- EIN
- 23-2098213
- Plan number
- 003
- Location
- Langhorne, PA
- Participants
- 178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,544,709
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,544,709
- Employer contributions
- $433,966
- Participant contributions
- $842,923
- Total income / additions
- $5,514,314
- Benefits paid
- $638,751
- Administrative expenses
- $9,596
- Total expenses
- $648,347
- Net increase / (decrease)
- $4,865,967
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $5,559 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $4,037 | $0 |