Lord & Son Construction, Inc. 401(K) Plan — Form 5500 plan (Lord & Son Construction, 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, Lord & Son Construction, Inc. 401(K) Plan is a benefit plan reported by Lord & Son Construction, Inc. under EIN 59-1582659 and plan number 001. The latest loaded filing year is 2023. The filing reports 51 participants and $4,597,155 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lord & Son Construction, Inc.
- EIN
- 59-1582659
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Walton Beach, FL
- Latest filing year
- 2023
- Participants
- 51
- End-of-year plan assets
- $4,597,155
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 51 | I | 20240911121228NAL0007008081001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,597,155
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,597,155
- Net assets (BOY)
- $4,457,612
Income & contributions
- Employer contributions
- $72,060
- Participant contributions
- $189,961
- Total income / additions
- $938,076
Expenses & distributions
- Benefits paid
- $776,187
- Administrative expenses
- $22,346
- Total expenses
- $798,533
- Net increase / (decrease)
- $139,543
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.