2023 Form 5500 filing — Larson Financial Group, LLC 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 20241015121158NAL0016341923001) for Larson Financial Group, LLC 401(K) Profit Sharing Plan And Trust, reported by Larson Financial Group, LLC under EIN 20-4773945 and plan number 001. It reports 242 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015121158NAL0016341923001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Larson Financial Group, LLC
- EIN
- 20-4773945
- Plan number
- 001
- Location
- St. Louis, MO
- Participants
- 242
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,319,443
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,319,443
- Employer contributions
- $599,541
- Participant contributions
- $1,241,253
- Total income / additions
- $3,131,075
- Benefits paid
- $997,668
- Administrative expenses
- $2,110
- Total expenses
- $999,778
- Net increase / (decrease)
- $2,131,297
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Futureplan | RECORDKEEPER | $4,120 | not reported in the loaded dataset |
| Ascensus LLC | ADMIN FEE | $0 | $9 |