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, Lanzo Companies Employee Retirement Plan & Trust is a benefit plan reported by Lanzo Companies, Inc. under EIN 81-1005288 and plan number 003. The latest loaded filing year is 2023. The filing reports 144 participants and $4,552,451 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,552,451
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,552,451
- Net assets (BOY)
- $4,359,954
Income & contributions
- Employer contributions
- $49,865
- Participant contributions
- $242,657
- Total contributions
- $292,522
- Total income / additions
- $866,697
Expenses & distributions
- Benefits paid
- $654,195
- Administrative expenses
- $19,259
- Total expenses
- $673,454
- Net increase / (decrease)
- $193,243