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, Larson Financial Group, LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Larson Financial Group, LLC under EIN 20-4773945 and plan number 001. The latest loaded filing year is 2023. The filing reports 242 participants and $9,319,443 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,319,443
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,319,443
- Net assets (BOY)
- $7,188,146
Income & contributions
- Employer contributions
- $599,541
- Participant contributions
- $1,241,253
- Total contributions
- $1,920,973
- Total income / additions
- $3,131,075
Expenses & distributions
- Benefits paid
- $997,668
- Administrative expenses
- $2,110
- Total expenses
- $999,778
- Net increase / (decrease)
- $2,131,297