Lezzer Holdings, Inc. 401(K) Plan — Form 5500 plan (Lezzer Holdings, 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, Lezzer Holdings, Inc. 401(K) Plan is a benefit plan reported by Lezzer Holdings, Inc. under EIN 26-0000502 and plan number 003. The latest loaded filing year is 2023. The filing reports 483 participants and $23,922,164 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lezzer Holdings, Inc.
EIN
26-0000502
Plan number
003
Plan type
2
Location
Curwensville, PA
Latest filing year
2023
Participants
483
End-of-year plan assets
$23,922,164

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023483H, C20241010075914NAL0009817075001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,922,164
Net assets (EOY)
$23,922,164
Net assets (BOY)
$20,084,226

Income & contributions

Participant contributions
$1,339,364
Total contributions
$1,380,806
Total income / additions
$4,356,624

Expenses & distributions

Benefits paid
$439,760
Administrative expenses
$78,926
Total expenses
$518,686
Net increase / (decrease)
$3,837,938

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Robert W. Baird & Co., Inc.INVESTMENT ADVISOR$53,310$02023
Metro Benefits, Inc.CONTRACT ADMIN$13,963$02023
Empower Annuity Insurance CompanyRECORDKEEPER$8,297$02023

Related Form 5500 pages