Plan5500

Lassonde 401k Plan For The Benefit Of U.S. Employees — Form 5500 plan (Lassonde Pappas And Company, 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, Lassonde 401k Plan For The Benefit Of U.S. Employees is a benefit plan reported by Lassonde Pappas And Company, Inc. under EIN 21-0648161 and plan number 002. The latest loaded filing year is 2023. The filing reports 855 participants and $57,473,236 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lassonde Pappas And Company, Inc.
EIN
21-0648161
Plan number
002
Plan type
2
Location
Cherry Hill, NJ
Latest filing year
2023
Participants
855
End-of-year plan assets
$57,473,236

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023855H, C20241014105525NAL0045703296001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$57,473,236
Net assets (EOY)
$57,473,236
Net assets (BOY)
$44,723,040

Income & contributions

Employer contributions
$1,771,150
Participant contributions
$3,241,407
Total contributions
$5,242,643
Total income / additions
$12,971,243

Expenses & distributions

Benefits paid
$7,458,071
Administrative expenses
$137,876
Total expenses
$7,595,947
Net increase / (decrease)
$5,375,296

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$137,926not reported in the loaded dataset2023

Related Form 5500 pages