2023 Form 5500 filing — Lusardi 401(K) 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 20241015103509NAL0014410531001) for Lusardi 401(K) Plan, reported by Lusardi Construction Co. under EIN 95-2159879 and plan number 006. It reports 240 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015103509NAL0014410531001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lusardi Construction Co.
- EIN
- 95-2159879
- Plan number
- 006
- Location
- San Marcos, CA
- Participants
- 240
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,024,954
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,024,954
- Employer contributions
- $804,559
- Participant contributions
- $1,505,512
- Total income / additions
- $7,907,937
- Benefits paid
- $2,618,633
- Administrative expenses
- $78,745
- Total expenses
- $2,697,378
- Net increase / (decrease)
- $5,210,559
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $78,745 | $0 |
| Cambridge Investment Research Inc | OTHER SERVICES | $0 | $42,946 |