2023 Form 5500 filing — Labcon, North America 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 20241015190236NAL0049466192002) for Labcon, North America 401(K) Plan, reported by Labcon, North America under EIN 94-1458073 and plan number 001. It reports 328 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015190236NAL0049466192002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Labcon, North America
- EIN
- 94-1458073
- Plan number
- 001
- Location
- Petaluma, CA
- Participants
- 328
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,699,903
- Net assets (EOY)
- $21,699,903
- Employer contributions
- $266,557
- Participant contributions
- $771,349
- Total income / additions
- $4,095,100
- Benefits paid
- $936,465
- Administrative expenses
- $78,789
- Total expenses
- $1,037,365
- Net increase / (decrease)
- $3,057,735
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Findec Benefit Services, Inc. | TPA RECORDKEEPER | $38,856 | not reported in the loaded dataset |
| Portico Wealth Advisors | INVESTMENT ADVISER | $33,739 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | TRUST AND CUSTODIAN | $0 | $9,592 |
| Charles Schwab & Co., Inc. | PARTICIPANT BROKERAGE | $0 | not reported in the loaded dataset |