Lerner Rowe & Associates Pc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Lerner Rowe & Associates Pc)
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, Lerner Rowe & Associates Pc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Lerner Rowe & Associates Pc under EIN 06-1756323 and plan number 001. The latest loaded filing year is 2023. The filing reports 316 participants and $5,656,525 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lerner Rowe & Associates Pc
- EIN
- 06-1756323
- Plan number
- 001
- Plan type
- 2
- Location
- Las Vegas, NV
- Latest filing year
- 2023
- Participants
- 316
- End-of-year plan assets
- $5,656,525
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 316 | H, C | 20241009164419NAL0033421744001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,656,525
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,656,525
- Net assets (BOY)
- $3,990,358
Income & contributions
- Employer contributions
- $387,626
- Participant contributions
- $686,874
- Total contributions
- $1,156,394
- Total income / additions
- $1,993,780
Expenses & distributions
- Benefits paid
- $297,720
- Administrative expenses
- $29,893
- Total expenses
- $327,613
- Net increase / (decrease)
- $1,666,167
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Planners Financial Services | ADVISOR | $21,963 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $7,070 | not reported in the loaded dataset | 2023 |