Plan5500

Lord Aeck Sargent Planning And Design 401(K) Plan — Form 5500 plan (Lord Aeck Sargent Planning And Design, 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, Lord Aeck Sargent Planning And Design 401(K) Plan is a benefit plan reported by Lord Aeck Sargent Planning And Design, Inc. under EIN 87-1174150 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $10,874,193 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.9MPlan net assets, end of year$10,874,193
Participants146Covered participants reported
Assets / participant$74.5KComputed: assets ÷ participants$74,481 (computed)
Provider compensation$19.8K2 Schedule C provider row(s)$19,769
Plan sponsor
Lord Aeck Sargent Planning And Design, Inc.
EIN
87-1174150
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    146 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$10.9M total assets
Net assets$10.9MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$42.3K
Benefits paid / distributions$22.6K
Contributions
Employer$479.7K
Participant$1.4M
Full reported line items

Net assets

Total assets (EOY)
$10,874,193
Total liabilities (EOY)
$0
Net assets (EOY)
$10,874,193
Net assets (BOY)
$7,429,873

Income & contributions

Employer contributions
$479,716
Participant contributions
$1,398,782
Total contributions
$2,057,835
Total income / additions
$3,486,642

Expenses & distributions

Benefits paid
$22,553
Administrative expenses
$19,769
Total expenses
$42,322
Net increase / (decrease)
$3,444,320
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 26%Participant 74%
Total expenses ÷ net assets0%Computed ratio
Benefits paid ÷ total income1%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Annuity Ins Co America$16.1K
    RECORDKEEPER · Direct $16.1K · Indirect $0
  2. 2
    Empower Advisory Group, LLC$3.6K
    INVESTMENT MANAGER · Direct $3.6K

Related Form 5500 pages