Lanzen, Inc. 401(K) Plan — Form 5500 plan (Lanzen, 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, Lanzen, Inc. 401(K) Plan is a benefit plan reported by Lanzen, Inc. under EIN 38-1814915 and plan number 001. The latest loaded filing year is 2023. The filing reports 177 participants and $17,320,002 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lanzen, Inc.
EIN
38-1814915
Plan number
001
Plan type
2
Location
Romeo, MI
Latest filing year
2023
Participants
177
End-of-year plan assets
$17,320,002

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023177H, C20241008145251NAL0029000016001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,320,002
Total liabilities (EOY)
$0
Net assets (EOY)
$17,320,002
Net assets (BOY)
$14,382,795

Income & contributions

Employer contributions
$462,165
Participant contributions
$994,870
Total contributions
$1,545,820
Total income / additions
$4,056,605

Expenses & distributions

Benefits paid
$1,063,803
Administrative expenses
$55,595
Total expenses
$1,119,398
Net increase / (decrease)
$2,937,207

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rpa Financial LLCADVISOR$34,498not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$21,097$02023

Related Form 5500 pages