Lancaster-Burns Construction, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Lancaster-Burns 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, Lancaster-Burns Construction, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Lancaster-Burns Construction, Inc. under EIN 68-0402277 and plan number 001. The latest loaded filing year is 2023. The filing reports 495 participants and $6,609,477 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lancaster-Burns Construction, Inc.
EIN
68-0402277
Plan number
001
Plan type
2
Location
Roseville, CA
Latest filing year
2023
Participants
495
End-of-year plan assets
$6,609,477

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023495H, C20241004130307NAL0020447456001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,609,477
Total liabilities (EOY)
$46,188
Net assets (EOY)
$6,563,289
Net assets (BOY)
$5,583,389

Income & contributions

Employer contributions
$204,859
Participant contributions
$306,214
Total contributions
$547,508
Total income / additions
$1,384,362

Expenses & distributions

Benefits paid
$304,550
Administrative expenses
$0
Total expenses
$404,462
Net increase / (decrease)
$979,900

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Region Financial Group, LLCADVISOR$35,422not reported in the loaded dataset2023
NwpsNONE$19,488not reported in the loaded dataset2023

Related Form 5500 pages