Lancaster Burns Construction, Inc. Employee Stock Ownership 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. Employee Stock Ownership Plan is a benefit plan reported by Lancaster-Burns Construction, Inc. under EIN 68-0402277 and plan number 002. The latest loaded filing year is 2023. The filing reports 509 participants and $11,542,964 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.2MPlan net assets, end of year$5,169,000
Participants509Covered participants reported
Assets / participant$22.7KComputed: assets ÷ participants$22,678 (computed)
Provider compensationNone reported
Plan sponsor
Lancaster-Burns Construction, Inc.
EIN
68-0402277
Plan number
002
Plan type
2
Location
Roseville, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023509H20241014122404NAL0026135969001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$11.5M total assets
Net assets$5.2MLiabilities$6.4M
Money in vs. money out
Total income / additions$6.4M
Total expenses$406.5K
Benefits paid / distributions$45.7K
Contributions
Employer$715.7K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$11,542,964
Total liabilities (EOY)
$6,373,964
Net assets (EOY)
$5,169,000
Net assets (BOY)
-$857,639

Income & contributions

Employer contributions
$715,672
Total contributions
$716,634
Total income / additions
$6,433,108

Expenses & distributions

Benefits paid
$45,661
Administrative expenses
$0
Total expenses
$406,469
Net increase / (decrease)
$6,026,639
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income1%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages