Lasalle Southwest 401(K) Plan — Form 5500 plan (Lasalle Management Company, L.L.C.)

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, Lasalle Southwest 401(K) Plan is a benefit plan reported by Lasalle Management Company, L.L.C. under EIN 72-1431430 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,796 participants and $5,674,429 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lasalle Management Company, L.L.C.
EIN
72-1431430
Plan number
001
Plan type
3
Location
Ruston, LA
Latest filing year
2023
Participants
1,796
End-of-year plan assets
$5,674,429

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,796H, C20240912135350NAL0014239856001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,674,429
Total liabilities (EOY)
$0
Net assets (EOY)
$5,674,429
Net assets (BOY)
$4,332,603

Income & contributions

Employer contributions
$558,425
Participant contributions
$910,707
Total contributions
$1,512,801
Total income / additions
$2,052,824

Expenses & distributions

Benefits paid
$705,009
Administrative expenses
$5,989
Total expenses
$710,998
Net increase / (decrease)
$1,341,826

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Acuff & Associates Inc.CONTRACT ADMIN$10,960$1,9702023
Empower Annuity Insurance CompanyRECORDKEEPER$3,950$02023

Related Form 5500 pages