Lerman Sanders Realty Profit Sharing & 401(K) Plan — Form 5500 plan (Lerman Sanders Realty Corporation)

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, Lerman Sanders Realty Profit Sharing & 401(K) Plan is a benefit plan reported by Lerman Sanders Realty Corporation under EIN 22-3712225 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $1,565,524 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lerman Sanders Realty Corporation
EIN
22-3712225
Plan number
001
Plan type
2
Location
Totowa, NJ
Latest filing year
2023
Participants
2
End-of-year plan assets
$1,565,524

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232I20240624143744NAL0008985280001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$1,565,524
Net assets (EOY)
$1,565,524
Net assets (BOY)
$1,318,699

Income & contributions

Employer contributions
$45,000
Participant contributions
$60,000
Total income / additions
$255,793

Expenses & distributions

Administrative expenses
$8,968
Total expenses
$8,968
Net increase / (decrease)
$246,825

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages