Lombardo 401(K) Plan — Form 5500 plan (Lombardo Homes Of Michigan 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, Lombardo 401(K) Plan is a benefit plan reported by Lombardo Homes Of Michigan LLC under EIN 84-3717877 and plan number 001. The latest loaded filing year is 2023. The filing reports 245 participants and $20,793,414 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lombardo Homes Of Michigan LLC
- EIN
- 84-3717877
- Plan number
- 001
- Plan type
- 2
- Location
- Shelby Township, MI
- Latest filing year
- 2023
- Participants
- 245
- End-of-year plan assets
- $20,793,414
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 245 | H, C | 20240922110740NAL0010189937001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,793,414
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,793,414
- Net assets (BOY)
- $15,849,716
Income & contributions
- Employer contributions
- $466,602
- Participant contributions
- $1,615,737
- Total contributions
- $2,157,675
- Total income / additions
- $5,443,218
Expenses & distributions
- Benefits paid
- $461,317
- Administrative expenses
- $37,407
- Total expenses
- $499,520
- Net increase / (decrease)
- $4,943,698
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | ADVISOR/INVESTMENT ADVI | $21,944 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $10,773 | $0 | 2023 |