2023 Form 5500 filing — Lane Gorman Trubitt, LLC 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 20241014104423NAL0025954593001) for Lane Gorman Trubitt, LLC 401(K) Profit Sharing Plan, reported by Lane Gorman Trubitt, LLC under EIN 75-1044330 and plan number 001. It reports 152 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014104423NAL0025954593001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lane Gorman Trubitt, LLC
- EIN
- 75-1044330
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 152
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,272,190
- Net assets (EOY)
- $34,272,190
- Employer contributions
- $936,914
- Participant contributions
- $1,221,726
- Total income / additions
- $6,832,057
- Benefits paid
- $2,230,332
- Administrative expenses
- $86,959
- Total expenses
- $2,317,291
- Net increase / (decrease)
- $4,514,766
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Definiti LLC | NONE | $30,565 | not reported in the loaded dataset |
| Commonwealth Financial Network | NONE | $15,335 | not reported in the loaded dataset |
| Alliance Bernstein Lp | NONE | $13,416 | not reported in the loaded dataset |
| Comerica Bank | NONE | $11,155 | not reported in the loaded dataset |
| Lgt Financial Advisors LLC | AFFILIATE OF PLAN SPONSO | $10,892 | not reported in the loaded dataset |