Lahlouh, Inc. 401(K) Savings Plan — Form 5500 plan (Lahlouh, 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, Lahlouh, Inc. 401(K) Savings Plan is a benefit plan reported by Lahlouh, Inc. under EIN 94-3025562 and plan number 001. The latest loaded filing year is 2023. The filing reports 307 participants and $15,831,475 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lahlouh, Inc.
- EIN
- 94-3025562
- Plan number
- 001
- Plan type
- 2
- Location
- Burlingame, CA
- Latest filing year
- 2023
- Participants
- 307
- End-of-year plan assets
- $15,831,475
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 307 | H, C | 20241014132047NAL0044619696001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,831,475
- Net assets (EOY)
- $15,831,475
- Net assets (BOY)
- $15,326,973
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,135,795
- Total contributions
- $1,318,509
- Total income / additions
- $3,229,042
Expenses & distributions
- Benefits paid
- $2,647,018
- Administrative expenses
- $57,598
- Total expenses
- $2,724,540
- Net increase / (decrease)
- $504,502
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investment Advisors | INVESTMENT ADVISOR | $38,117 | $0 | 2023 |
| Resources Investment Advisors, LLC | INVESTMENT MGMT | $15,618 | $0 | 2023 |
| Plan Design Consultants, Inc. | CONTACT ADMIN | $14,497 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lahlouh, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Burlingame, CA
- Onedigital Investment Advisors — Schedule C compensation
- Resources Investment Advisors, LLC — Schedule C compensation
- Plan Design Consultants, Inc. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation