Lafayette 148 Inc. 401(K) Plan — Form 5500 plan (Lafayette 148, 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, Lafayette 148 Inc. 401(K) Plan is a benefit plan reported by Lafayette 148, Inc. under EIN 22-3448675 and plan number 001. The latest loaded filing year is 2023. The filing reports 399 participants and $38,646,314 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lafayette 148, Inc.
- EIN
- 22-3448675
- Plan number
- 001
- Plan type
- 2
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 399
- End-of-year plan assets
- $38,646,314
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 399 | H, C | 20241015091316NAL0014293651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,646,314
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,646,314
- Net assets (BOY)
- $31,744,698
Income & contributions
- Employer contributions
- $349,846
- Participant contributions
- $2,173,107
- Total contributions
- $2,681,073
- Total income / additions
- $9,768,367
Expenses & distributions
- Benefits paid
- $2,857,235
- Administrative expenses
- $7,551
- Total expenses
- $2,866,751
- Net increase / (decrease)
- $6,901,616
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $44,583 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $9,608 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$46,640 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lafayette 148, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Brooklyn, NY
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation