Lanier & Associates Retirement Plan — Form 5500 plan (Lanier & Associates Consulting Engineers, 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, Lanier & Associates Retirement Plan is a benefit plan reported by Lanier & Associates Consulting Engineers, Inc. under EIN 72-0771664 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $39,085,570 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lanier & Associates Consulting Engineers, Inc.
- EIN
- 72-0771664
- Plan number
- 001
- Plan type
- 2
- Location
- New Orleans, LA
- Latest filing year
- 2023
- Participants
- 141
- End-of-year plan assets
- $39,085,570
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 141 | H, C | 20241015133411NAL0016501123001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,085,570
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,085,570
- Net assets (BOY)
- $32,780,068
Income & contributions
- Employer contributions
- $1,033,749
- Participant contributions
- $1,641,148
- Total contributions
- $2,729,791
- Total income / additions
- $8,030,158
Expenses & distributions
- Benefits paid
- $1,709,650
- Administrative expenses
- $15,006
- Total expenses
- $1,724,656
- Net increase / (decrease)
- $6,305,502
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Economic Group Pension Services | THIRD PARTY ADMIN. | $0 | $17,232 | 2023 |
| Kushner Lagraize | SERVICE PROVIDER | $6,557 | not reported in the loaded dataset | 2023 |
| Morningstar | SERVICE PROVIDER | $0 | $5,787 | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $3,674 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lanier & Associates Consulting Engineers, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in New Orleans, LA
- Economic Group Pension Services — Schedule C compensation
- Kushner Lagraize — Schedule C compensation
- Morningstar — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation