2023 Form 5500 filing — Lerch, Early And Brewer Chartered 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 20250714113903NAL0001409488001) for Lerch, Early And Brewer Chartered 401(K) Plan, reported by Lerch, Early & Brewer Chartered under EIN 52-1037344 and plan number 001. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714113903NAL0001409488001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lerch, Early & Brewer Chartered
- EIN
- 52-1037344
- Plan number
- 001
- Location
- Bethesda, MD
- Participants
- 157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $81,450,590
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,450,590
- Employer contributions
- $805,957
- Participant contributions
- $1,639,760
- Total income / additions
- $20,329,473
- Benefits paid
- $3,084,402
- Administrative expenses
- $12,557
- Total expenses
- $3,098,840
- Net increase / (decrease)
- $17,230,633
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dembo Jones, Pc | ACCOUNTANT/AUDITOR | $30,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$22,183 | $0 |