Laser Assets & Affiliates 401k Plan — Form 5500 plan (Laser Assets, 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, Laser Assets & Affiliates 401k Plan is a benefit plan reported by Laser Assets, Inc. under EIN 46-2110006 and plan number 001. The latest loaded filing year is 2023. The filing reports 166 participants and $9,244,789 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Laser Assets, Inc.
EIN
46-2110006
Plan number
001
Plan type
2
Location
Annapolis, MD
Latest filing year
2023
Participants
166
End-of-year plan assets
$9,244,789

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023166H, C20241014181244NAL0028062753001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,244,789
Total liabilities (EOY)
$0
Net assets (EOY)
$9,244,789
Net assets (BOY)
$7,508,551

Income & contributions

Employer contributions
$336,521
Participant contributions
$731,273
Total contributions
$1,214,600
Total income / additions
$2,600,178

Expenses & distributions

Benefits paid
$858,775
Administrative expenses
$5,165
Total expenses
$863,940
Net increase / (decrease)
$1,736,238

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Advisors, LLCINVESTMENT ADVISOR$27,972not reported in the loaded dataset2023
Bd & Company IncOTHER$9,400not reported in the loaded dataset2023
Eaglestone Retirement ServicesCONTRACT ADMIN$4,400not reported in the loaded dataset2023
Capital Group Retirement Plan SrvRECORDKEEPER$350not reported in the loaded dataset2023

Related Form 5500 pages