Lachman Consultant Services, Inc. Employee Stock Ownership Plan — Form 5500 plan (Lachman Consultant Services, 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, Lachman Consultant Services, Inc. Employee Stock Ownership Plan is a benefit plan reported by Lachman Consultant Services, Inc. under EIN 11-2450929 and plan number 003. The latest loaded filing year is 2023. The filing reports 58 participants and $113,988,943 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lachman Consultant Services, Inc.
- EIN
- 11-2450929
- Plan number
- 003
- Plan type
- 2
- Location
- Westbury, NY
- Latest filing year
- 2023
- Participants
- 58
- End-of-year plan assets
- $113,988,943
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 58 | I | 20240925112904NAL0014252001001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $113,988,943
- Total liabilities (EOY)
- $10,446,994
- Net assets (EOY)
- $103,541,949
- Net assets (BOY)
- $66,852,610
Income & contributions
- Employer contributions
- $540,770
- Total income / additions
- $43,796,793
Expenses & distributions
- Benefits paid
- $6,882,511
- Total expenses
- $7,107,454
- Net increase / (decrease)
- $36,689,339
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.