2023 Form 5500 filing — Lamb Farms Inc 401(K) Profit Sharing Plan & 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 20241015160435NAL0050346448001) for Lamb Farms Inc 401(K) Profit Sharing Plan & Trust, reported by Lamb Farms Inc under EIN 16-1081703 and plan number 001. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015160435NAL0050346448001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lamb Farms Inc
- EIN
- 16-1081703
- Plan number
- 001
- Location
- Oakfield, NY
- Participants
- 194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,788,995
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,788,995
- Employer contributions
- $81,679
- Participant contributions
- $259,321
- Total income / additions
- $1,246,904
- Benefits paid
- $282,470
- Administrative expenses
- $43,493
- Total expenses
- $332,427
- Net increase / (decrease)
- $914,477
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Waterford Group | ADVISOR | $22,299 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $13,389 | not reported in the loaded dataset |
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $6,935 | not reported in the loaded dataset |