2023 Form 5500 filing — Pond Lehocky Llp 401(K) Profit Sharing Plan And Trust
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 20241015102349NAL0014395427001) for Pond Lehocky Llp 401(K) Profit Sharing Plan And Trust, reported by Pond Lehocky Llp under EIN 46-4224793 and plan number 001. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$8.2MReported net assets$8,212,632
Participants161
Provider compensation$105.6K4 Schedule C row(s)$105,575
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015102349NAL0014395427001
- Plan sponsor
- Pond Lehocky Llp
- EIN
- 46-4224793
- Plan number
- 001
- Location
- Sanatoga, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$8.2M total assets
Net assets$8.2MLiabilities—
Full reported line items
- Total assets (EOY)
- $8,212,632
- Net assets (EOY)
- $8,212,632
- Employer contributions
- $337,347
- Participant contributions
- $774,586
- Total income / additions
- $2,428,194
- Benefits paid
- $192,387
- Administrative expenses
- $105,575
- Total expenses
- $297,962
- Net increase / (decrease)
- $2,130,232
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $58,047 | $0 |
| Morris J. Cohen & Co. | ACCOUNTANT | $20,999 | not reported in the loaded dataset |
| Morgan Stanley Global | INVESTMENT ADVISORY | $16,529 | not reported in the loaded dataset |
| Milberg Consulting LLC | CONTRACT ADMINISTRATOR | $10,000 | not reported in the loaded dataset |