Plan5500

Robert E. Lamb, Inc. Employee Benefit Plan — Form 5500 plan (Robert E. Lamb, 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, Robert E. Lamb, Inc. Employee Benefit Plan is a benefit plan reported by Robert E. Lamb, Inc. under EIN 56-2419484 and plan number 501. The latest loaded filing year is 2023. The filing reports 57 participants and $58,944 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Robert E. Lamb, Inc.
EIN
56-2419484
Plan number
501
Plan type
2
Location
Valley Forge, PA
Latest filing year
2023
Participants
57
End-of-year plan assets
$58,944

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202357I, C20240712151634NAL0027199760001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$58,944
Total liabilities (EOY)
$134,562
Net assets (EOY)
-$75,618
Net assets (BOY)
$131,449

Income & contributions

Employer contributions
$729,155
Participant contributions
$180,475
Total income / additions
$911,050

Expenses & distributions

Benefits paid
$585,609
Administrative expenses
$33,195
Total expenses
$1,118,117
Net increase / (decrease)
-$207,067

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz, Inc. (Pa)BROKER$54,238not reported in the loaded dataset2023
Meritain Health, An Aetna CompanyADMIN$33,195not reported in the loaded dataset2023
The Benecon GroupBROKER$17,704not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$3,784not reported in the loaded dataset2023
Rxbenefits, Inc.ADMIN$634not reported in the loaded dataset2023

Related Form 5500 pages