2023 Form 5500 filing — Lassonde 401k Plan For The Benefit Of U.S. Employees
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 20241014105525NAL0045703296001) for Lassonde 401k Plan For The Benefit Of U.S. Employees, reported by Lassonde Pappas And Company, Inc. under EIN 21-0648161 and plan number 002. It reports 855 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014105525NAL0045703296001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lassonde Pappas And Company, Inc.
- EIN
- 21-0648161
- Plan number
- 002
- Location
- Cherry Hill, NJ
- Participants
- 855
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,473,236
- Net assets (EOY)
- $57,473,236
- Employer contributions
- $1,771,150
- Participant contributions
- $3,241,407
- Total income / additions
- $12,971,243
- Benefits paid
- $7,458,071
- Administrative expenses
- $137,876
- Total expenses
- $7,595,947
- Net increase / (decrease)
- $5,375,296
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $137,926 | not reported in the loaded dataset |