Lane'S Retirement Savings And Pension Plan — Form 5500 plan (Lane Enterprises Holdings, 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, Lane'S Retirement Savings And Pension Plan is a benefit plan reported by Lane Enterprises Holdings, Inc. under EIN 87-0990676 and plan number 001. The latest loaded filing year is 2023. The filing reports 478 participants and $30,526,314 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lane Enterprises Holdings, Inc.
- EIN
- 87-0990676
- Plan number
- 001
- Plan type
- 2
- Location
- Camp Hill, PA
- Latest filing year
- 2023
- Participants
- 478
- End-of-year plan assets
- $30,526,314
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 478 | H, C | 20241008174958NAL0029411568001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,526,314
- Total liabilities (EOY)
- $844
- Net assets (EOY)
- $30,525,470
- Net assets (BOY)
- $25,561,217
Income & contributions
- Employer contributions
- $1,044,530
- Participant contributions
- $1,946,159
- Total contributions
- $3,443,929
- Total income / additions
- $7,646,897
Expenses & distributions
- Benefits paid
- $2,754,122
- Administrative expenses
- $82,350
- Total expenses
- $2,836,472
- Net increase / (decrease)
- $4,810,425
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Conrad Siegel | NONE | $39,143 | not reported in the loaded dataset | 2023 |
| Conrad Siegel Investment Advisors | NONE | $35,585 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $7,623 | $0 | 2023 |
| American Century Investment Inc | NONE | $0 | $0 | 2023 |
| Fidelity & Research Company | NONE | $0 | $0 | 2023 |
| Goldman Sachs Asset Lp | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lane Enterprises Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Camp Hill, PA
- Conrad Siegel — Schedule C compensation
- Conrad Siegel Investment Advisors — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation
- American Century Investment Inc — Schedule C compensation
- Fidelity & Research Company — Schedule C compensation
- Goldman Sachs Asset Lp — Schedule C compensation