Lane Gorman Trubitt, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Lane Gorman Trubitt, LLC)
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, Lane Gorman Trubitt, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Lane Gorman Trubitt, LLC under EIN 75-1044330 and plan number 001. The latest loaded filing year is 2023. The filing reports 152 participants and $34,272,190 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lane Gorman Trubitt, LLC
- EIN
- 75-1044330
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 152
- End-of-year plan assets
- $34,272,190
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 152 | H, C | 20241014104423NAL0025954593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,272,190
- Net assets (EOY)
- $34,272,190
- Net assets (BOY)
- $29,757,424
Income & contributions
- Employer contributions
- $936,914
- Participant contributions
- $1,221,726
- Total contributions
- $2,234,915
- Total income / additions
- $6,832,057
Expenses & distributions
- Benefits paid
- $2,230,332
- Administrative expenses
- $86,959
- Total expenses
- $2,317,291
- Net increase / (decrease)
- $4,514,766
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Definiti LLC | NONE | $30,565 | not reported in the loaded dataset | 2023 |
| Commonwealth Financial Network | NONE | $15,335 | not reported in the loaded dataset | 2023 |
| Alliance Bernstein Lp | NONE | $13,416 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $11,155 | not reported in the loaded dataset | 2023 |
| Lgt Financial Advisors LLC | AFFILIATE OF PLAN SPONSO | $10,892 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lane Gorman Trubitt, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Definiti LLC — Schedule C compensation
- Commonwealth Financial Network — Schedule C compensation
- Alliance Bernstein Lp — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Lgt Financial Advisors LLC — Schedule C compensation