Usa Lacrosse 403(B) Retirement Plan — Form 5500 plan (Us Lacrosse, 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, Usa Lacrosse 403(B) Retirement Plan is a benefit plan reported by Us Lacrosse, Inc. under EIN 52-1765246 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $6,031,531 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Us Lacrosse, Inc.
EIN
52-1765246
Plan number
001
Plan type
2
Location
Sparks, MD
Latest filing year
2023
Participants
146
End-of-year plan assets
$6,031,531

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023146H, C20240917093302NAL0002586593001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,031,531
Total liabilities (EOY)
$0
Net assets (EOY)
$6,031,531
Net assets (BOY)
$5,006,377

Income & contributions

Employer contributions
$208,722
Participant contributions
$393,406
Total contributions
$602,933
Total income / additions
$1,567,664

Expenses & distributions

Benefits paid
$514,292
Administrative expenses
$28,218
Total expenses
$542,510
Net increase / (decrease)
$1,025,154

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Harbor Investment Advisory LLCINVESTMENT ADVISOR$26,000not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$2,218$02023

Related Form 5500 pages