La Causa Inc. Retirement Savings Plan — Form 5500 plan (La Causa 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, La Causa Inc. Retirement Savings Plan is a benefit plan reported by La Causa Inc. under EIN 39-1247667 and plan number 003. The latest loaded filing year is 2023. The filing reports 255 participants and $4,178,894 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- La Causa Inc.
- EIN
- 39-1247667
- Plan number
- 003
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 255
- End-of-year plan assets
- $4,178,894
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 255 | H, C | 20241015095306NAL0029182881001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,178,894
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,178,894
- Net assets (BOY)
- $3,509,878
Income & contributions
- Employer contributions
- $27,940
- Participant contributions
- $199,056
- Total contributions
- $229,468
- Total income / additions
- $818,713
Expenses & distributions
- Benefits paid
- $124,782
- Administrative expenses
- $649
- Total expenses
- $149,697
- Net increase / (decrease)
- $669,016
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $800 | $34,085 | 2023 |
| Anew Advisors LLC | NONE | $0 | $19,461 | 2023 |