Ltra Engineers 401(K) Plan — Form 5500 plan (Lina T. Ramey & Associates, 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, Ltra Engineers 401(K) Plan is a benefit plan reported by Lina T. Ramey & Associates, Inc. under EIN 75-2774147 and plan number 001. The latest loaded filing year is 2023. The filing reports 194 participants and $14,493,615 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lina T. Ramey & Associates, Inc.
- EIN
- 75-2774147
- Plan number
- 001
- Plan type
- 2
- Location
- Farmers Branch, TX
- Latest filing year
- 2023
- Participants
- 194
- End-of-year plan assets
- $14,493,615
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 194 | H | 20241101145245NAL0007159186001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,493,615
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,493,615
- Net assets (BOY)
- $10,706,555
Income & contributions
- Employer contributions
- $429,266
- Participant contributions
- $938,734
- Total contributions
- $1,420,295
- Total income / additions
- $4,008,707
Expenses & distributions
- Benefits paid
- $220,722
- Administrative expenses
- $925
- Total expenses
- $221,647
- Net increase / (decrease)
- $3,787,060
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.