Lobar Associates, Inc. Retirement Plan — Form 5500 plan (Lobar Associates, 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, Lobar Associates, Inc. Retirement Plan is a benefit plan reported by Lobar Associates, Inc. under EIN 23-2450611 and plan number 001. The latest loaded filing year is 2023. The filing reports 189 participants and $11,711,681 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lobar Associates, Inc.
- EIN
- 23-2450611
- Plan number
- 001
- Plan type
- 2
- Location
- Dillsburg, PA
- Latest filing year
- 2023
- Participants
- 189
- End-of-year plan assets
- $11,711,681
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 189 | H, C | 20241011084700NAL0010740243001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,711,681
- Total liabilities (EOY)
- $535
- Net assets (EOY)
- $11,711,146
- Net assets (BOY)
- $9,332,797
Income & contributions
- Employer contributions
- $114,605
- Participant contributions
- $909,936
- Total contributions
- $1,079,981
- Total income / additions
- $2,623,063
Expenses & distributions
- Benefits paid
- $226,209
- Administrative expenses
- $18,505
- Total expenses
- $244,714
- Net increase / (decrease)
- $2,378,349
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisor Networks LLC | INVESTMENT ADVISOR | $13,500 | not reported in the loaded dataset | 2023 |
| Cetera Investment Advisers LLC | INVESTMENT ADVISOR | $4,500 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $505 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lobar Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Dillsburg, PA
- Cetera Advisor Networks LLC — Schedule C compensation
- Cetera Investment Advisers LLC — Schedule C compensation
- Capital Group Retirement Plan Svcs. — Schedule C compensation