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, Lowndes, Drosdick, Doster, Kantor & Reed, P.A. Retirement Plan is a benefit plan reported by Lowndes, Drosdick, Doster, Kantor & Reed, Pa under EIN 59-1276118 and plan number 003. The latest loaded filing year is 2023. The filing reports 188 participants and $79,764,145 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $79,764,145
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $79,764,145
- Net assets (BOY)
- $80,520,245
Income & contributions
- Employer contributions
- $1,495,040
- Participant contributions
- $1,697,947
- Total contributions
- $3,308,054
- Total income / additions
- $11,090,985
Expenses & distributions
- Benefits paid
- $11,746,584
- Administrative expenses
- $100,501
- Total expenses
- $11,847,085
- Net increase / (decrease)
- -$756,100