Labcon, North America 401(K) Plan — Form 5500 plan (Labcon, North America)
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, Labcon, North America 401(K) Plan is a benefit plan reported by Labcon, North America under EIN 94-1458073 and plan number 001. The latest loaded filing year is 2023. The filing reports 328 participants and $21,699,903 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Labcon, North America
- EIN
- 94-1458073
- Plan number
- 001
- Plan type
- 2
- Location
- Petaluma, CA
- Latest filing year
- 2023
- Participants
- 328
- End-of-year plan assets
- $21,699,903
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 328 | H, C | 20241015190236NAL0049466192002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,699,903
- Net assets (EOY)
- $21,699,903
- Net assets (BOY)
- $18,642,168
Income & contributions
- Employer contributions
- $266,557
- Participant contributions
- $771,349
- Total contributions
- $1,109,394
- Total income / additions
- $4,095,100
Expenses & distributions
- Benefits paid
- $936,465
- Administrative expenses
- $78,789
- Total expenses
- $1,037,365
- Net increase / (decrease)
- $3,057,735
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Findec Benefit Services, Inc. | TPA RECORDKEEPER | $38,856 | not reported in the loaded dataset | 2023 |
| Portico Wealth Advisors | INVESTMENT ADVISER | $33,739 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | TRUST AND CUSTODIAN | $0 | $9,592 | 2023 |
| Charles Schwab & Co., Inc. | PARTICIPANT BROKERAGE | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Labcon, North America
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Petaluma, CA
- Findec Benefit Services, Inc. — Schedule C compensation
- Portico Wealth Advisors — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation