Lizellen La Follette Md, Inc. 401(K) Plan & Trust — Form 5500 plan (Lizellen La Follette Md, 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, Lizellen La Follette Md, Inc. 401(K) Plan & Trust is a benefit plan reported by Lizellen La Follette Md, Inc. under EIN 68-0428315 and plan number 001. The latest loaded filing year is 2023. The filing reports 14 participants and $1,175,872 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lizellen La Follette Md, Inc.
- EIN
- 68-0428315
- Plan number
- 001
- Plan type
- 2
- Location
- Greenbrae, CA
- Latest filing year
- 2023
- Participants
- 14
- End-of-year plan assets
- $1,175,872
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14 | I | 20240805132409NAL0001092993001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,175,872
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,175,872
- Net assets (BOY)
- $1,168,587
Income & contributions
- Employer contributions
- $19,742
- Participant contributions
- $52,729
- Total income / additions
- $307,883
Expenses & distributions
- Benefits paid
- $293,800
- Administrative expenses
- $1,783
- Total expenses
- $300,598
- Net increase / (decrease)
- $7,285
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.