2023 Form 5500 filing — Laser Assets & Affiliates 401k 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 20241014181244NAL0028062753001) for Laser Assets & Affiliates 401k Plan, reported by Laser Assets, Inc. under EIN 46-2110006 and plan number 001. It reports 166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014181244NAL0028062753001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Laser Assets, Inc.
- EIN
- 46-2110006
- Plan number
- 001
- Location
- Annapolis, MD
- Participants
- 166
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,244,789
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,244,789
- Employer contributions
- $336,521
- Participant contributions
- $731,273
- Total income / additions
- $2,600,178
- Benefits paid
- $858,775
- Administrative expenses
- $5,165
- Total expenses
- $863,940
- Net increase / (decrease)
- $1,736,238
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors, LLC | INVESTMENT ADVISOR | $27,972 | not reported in the loaded dataset |
| Bd & Company Inc | OTHER | $9,400 | not reported in the loaded dataset |
| Eaglestone Retirement Services | CONTRACT ADMIN | $4,400 | not reported in the loaded dataset |
| Capital Group Retirement Plan Srv | RECORDKEEPER | $350 | not reported in the loaded dataset |