Pond Lehocky Llp 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Pond Lehocky Llp)
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, Pond Lehocky Llp 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Pond Lehocky Llp under EIN 46-4224793 and plan number 001. The latest loaded filing year is 2023. The filing reports 161 participants and $8,212,632 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pond Lehocky Llp
- EIN
- 46-4224793
- Plan number
- 001
- Plan type
- 2
- Location
- Sanatoga, PA
- Latest filing year
- 2023
- Participants
- 161
- End-of-year plan assets
- $8,212,632
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 161 | H, C | 20241015102349NAL0014395427001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,212,632
- Net assets (EOY)
- $8,212,632
- Net assets (BOY)
- $6,082,400
Income & contributions
- Employer contributions
- $337,347
- Participant contributions
- $774,586
- Total contributions
- $1,172,453
- Total income / additions
- $2,428,194
Expenses & distributions
- Benefits paid
- $192,387
- Administrative expenses
- $105,575
- Total expenses
- $297,962
- Net increase / (decrease)
- $2,130,232
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $58,047 | $0 | 2023 |
| Morris J. Cohen & Co. | ACCOUNTANT | $20,999 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Global | INVESTMENT ADVISORY | $16,529 | not reported in the loaded dataset | 2023 |
| Milberg Consulting LLC | CONTRACT ADMINISTRATOR | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pond Lehocky Llp
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Sanatoga, PA
- Principal Life Insurance Company — Schedule C compensation
- Morris J. Cohen & Co. — Schedule C compensation
- Morgan Stanley Global — Schedule C compensation
- Milberg Consulting LLC — Schedule C compensation