Lantana Consulting Group Employee Stock Ownership Plan — Form 5500 plan (Lantana Consulting Group, 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, Lantana Consulting Group Employee Stock Ownership Plan is a benefit plan reported by Lantana Consulting Group, Inc. under EIN 20-2897420 and plan number 001. The latest loaded filing year is 2023. The filing reports 84 participants and $14,757,722 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lantana Consulting Group, Inc.
- EIN
- 20-2897420
- Plan number
- 001
- Plan type
- 2
- Location
- East Thetford, VT
- Latest filing year
- 2023
- Participants
- 84
- End-of-year plan assets
- $14,757,722
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 84 | I | 20240910112140NAL0006792657001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $14,757,722
- Total liabilities (EOY)
- $17,479,724
- Net assets (EOY)
- -$2,722,002
- Net assets (BOY)
- -$12,285,111
Income & contributions
- Employer contributions
- $1,071,033
- Total income / additions
- $9,575,614
Expenses & distributions
- Benefits paid
- $12,505
- Total expenses
- $12,505
- Net increase / (decrease)
- $9,563,109
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.