2023 Form 5500 filing — Lack'S Valley Stores, Ltd. 401(K) Profit Sharing 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 20250113163131NAL0037707762001) for Lack'S Valley Stores, Ltd. 401(K) Profit Sharing Plan, reported by Lacks Valley Stores, Ltd. under EIN 74-2730084 and plan number 001. It reports 620 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)$6.5MReported net assets$6,516,006

Participants620

Provider compensation$40.7K2 Schedule C row(s)$40,738

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250113163131NAL0037707762001
Plan sponsor: Lacks Valley Stores, Ltd.
EIN: 74-2730084
Plan number: 001
Location: Pharr, TX
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$6.6M total assets

Net assets$6.5MLiabilities$57.3K

Money in vs. money out

Total income / additions$963.2K

Total expenses$1.7M

Benefits paid / distributions$1.6M

Contributions

Employer$0

Participant$81.5K

Full reported line items

Total assets (EOY): $6,573,340
Total liabilities (EOY): $57,334
Net assets (EOY): $6,516,006
Employer contributions: $0
Participant contributions: $81,517
Total income / additions: $963,244
Benefits paid: $1,612,034
Administrative expenses: $76,524
Total expenses: $1,688,558
Net increase / (decrease): -$725,314

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Stifel Nicolaus And Company$30K
INVESTMENT ADVISOR · Direct $30K
2
Alliance Benefit Group Of Houston$10.8K
TPA · Direct $10.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250113163131NAL0037707762001 cover?: It is the 2023 Form 5500 filing for Lack'S Valley Stores, Ltd. 401(K) Profit Sharing Plan, reported by Lacks Valley Stores, Ltd. (EIN 74-2730084).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).