2023 Form 5500 filing — La Causa Inc. Retirement Savings 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 20241015095306NAL0029182881001) for La Causa Inc. Retirement Savings Plan, reported by La Causa Inc. under EIN 39-1247667 and plan number 003. It reports 255 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015095306NAL0029182881001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- La Causa Inc.
- EIN
- 39-1247667
- Plan number
- 003
- Location
- Milwaukee, WI
- Participants
- 255
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,178,894
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,178,894
- Employer contributions
- $27,940
- Participant contributions
- $199,056
- Total income / additions
- $818,713
- Benefits paid
- $124,782
- Administrative expenses
- $649
- Total expenses
- $149,697
- Net increase / (decrease)
- $669,016
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $800 | $34,085 |
| Anew Advisors LLC | NONE | $0 | $19,461 |