Lacarte Enterprises Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Lacarte Enterprises 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, Lacarte Enterprises Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Lacarte Enterprises Inc under EIN 25-1220457 and plan number 001. The latest loaded filing year is 2023. The filing reports 171 participants and $11,690,795 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lacarte Enterprises Inc
- EIN
- 25-1220457
- Plan number
- 001
- Plan type
- 2
- Location
- Charleroi, PA
- Latest filing year
- 2023
- Participants
- 171
- End-of-year plan assets
- $11,690,795
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 171 | H, C | 20241014063320NAL0026722177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,690,795
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,690,795
- Net assets (BOY)
- $9,935,029
Income & contributions
- Employer contributions
- $208,742
- Participant contributions
- $409,467
- Total contributions
- $618,209
- Total income / additions
- $1,998,834
Expenses & distributions
- Benefits paid
- $210,841
- Administrative expenses
- $32,227
- Total expenses
- $243,068
- Net increase / (decrease)
- $1,755,766
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Db Root & Company LLC | INVESTMENT ADVISOR | $16,724 | not reported in the loaded dataset | 2023 |
| Dunbar, Bender & Zapf, Inc. | CONTRACT ADMIN | $9,545 | not reported in the loaded dataset | 2023 |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $5,356 | $0 | 2023 |