Lachman & Gorton 401k Profit Sharing Plan — Form 5500 plan (Lachman & Gorton)
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 & Gorton 401k Profit Sharing Plan is a benefit plan reported by Lachman & Gorton under EIN 16-1313010 and plan number 001. The latest loaded filing year is 2023. The filing reports 8 participants and $4,215,171 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lachman & Gorton
- EIN
- 16-1313010
- Plan number
- 001
- Plan type
- 2
- Location
- Endicott, NY
- Latest filing year
- 2023
- Participants
- 8
- End-of-year plan assets
- $4,215,171
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20240628134659NAL0000471299001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,215,171
- Net assets (EOY)
- $4,215,171
- Net assets (BOY)
- $3,901,946
Income & contributions
- Employer contributions
- $57,558
- Participant contributions
- $65,210
- Total income / additions
- $483,797
Expenses & distributions
- Benefits paid
- $145,136
- Administrative expenses
- $25,436
- Total expenses
- $170,572
- Net increase / (decrease)
- $313,225
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.