Lafrance Brothers, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Lafrance Brothers, Inc.)
Plain-English plan 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, Lafrance Brothers, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Lafrance Brothers, Inc. under EIN 04-2187931 and plan number 002. The latest loaded filing year is 2023. The filing reports 344 participants and $8,248,164 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lafrance Brothers, Inc.
- EIN
- 04-2187931
- Plan number
- 002
- Plan type
- 2
- Location
- Westport, MA
- Latest filing year
- 2023
- Participants
- 344
- End-of-year plan assets
- $8,248,164
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 344 | H, C | 20241003055614NAL0016997776001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,248,164
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,248,164
- Net assets (BOY)
- $6,525,999
Income & contributions
- Employer contributions
- $257,437
- Participant contributions
- $511,495
- Total contributions
- $782,466
- Total income / additions
- $2,014,413
Expenses & distributions
- Benefits paid
- $245,367
- Administrative expenses
- $45,308
- Total expenses
- $292,248
- Net increase / (decrease)
- $1,722,165
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rockland Trust Co. | INVESTMENT/FINANCIAL ADVI | $27,532 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $20,941 | $0 | 2023 |
| Oconnor Davies, | ACCOUNTANT | $10,600 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lafrance Brothers, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Westport, MA
- Rockland Trust Co. — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Oconnor Davies, — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation