Lamberti Usa, Inc. Profit Sharing & Savings Plan — Form 5500 plan (Lamberti Usa, 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, Lamberti Usa, Inc. Profit Sharing & Savings Plan is a benefit plan reported by Lamberti Usa, Inc. under EIN 06-1593158 and plan number 001. The latest loaded filing year is 2023. The filing reports 228 participants and $11,654,544 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lamberti Usa, Inc.
- EIN
- 06-1593158
- Plan number
- 001
- Plan type
- 2
- Location
- Hungerford, TX
- Latest filing year
- 2023
- Participants
- 228
- End-of-year plan assets
- $11,654,544
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 228 | H, C | 20250923134036NAL0009292610001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,654,544
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,654,544
- Net assets (BOY)
- $10,139,840
Income & contributions
- Employer contributions
- $477,913
- Participant contributions
- $596,357
- Total contributions
- $1,107,612
- Total income / additions
- $2,488,091
Expenses & distributions
- Benefits paid
- $959,795
- Administrative expenses
- $13,592
- Total expenses
- $973,387
- Net increase / (decrease)
- $1,514,704
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lamberti, Usa | SERVICE PROVIDER | $5,905 | not reported in the loaded dataset | 2023 |
| Alliance Benefit Group Of Houston | TPA | $0 | $5,244 | 2023 |
| Voya Retirement Ins. & Annuity | INVESTMENT ADVISORY | $0 | $1,745 | 2023 |
| Morningstar Investment Managment | INVESTMENT ADV. (PART) | $968 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lamberti Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Hungerford, TX
- Lamberti, Usa — Schedule C compensation
- Alliance Benefit Group Of Houston — Schedule C compensation
- Voya Retirement Ins. & Annuity — Schedule C compensation
- Morningstar Investment Managment — Schedule C compensation