Los Poblanos 401(K) Profit Sharing Plan — Form 5500 plan (Los Poblanos Lllp)
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, Los Poblanos 401(K) Profit Sharing Plan is a benefit plan reported by Los Poblanos Lllp under EIN 20-4703086 and plan number 001. The latest loaded filing year is 2023. The filing reports 336 participants and $2,507,310 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Los Poblanos Lllp
- EIN
- 20-4703086
- Plan number
- 001
- Plan type
- 2
- Location
- Los Ranchos, NM
- Latest filing year
- 2023
- Participants
- 336
- End-of-year plan assets
- $2,507,310
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 336 | H, C | 20240820174201NAL0002974673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,507,310
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,507,310
- Net assets (BOY)
- $1,727,442
Income & contributions
- Employer contributions
- $287,481
- Participant contributions
- $427,979
- Total contributions
- $727,478
- Total income / additions
- $1,050,146
Expenses & distributions
- Benefits paid
- $254,149
- Administrative expenses
- $16,129
- Total expenses
- $270,278
- Net increase / (decrease)
- $779,868
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $16,129 | $0 | 2023 |
| First Heartland Consultants, Inc | INVESTMENT ADVISORY | $0 | $9,411 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |