Retirement plan

LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST

Name: LSA ASSOCIATES, INC. - LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST (2022) Form 5500
Creator: LSA ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST, LSA ASSOCIATES, INC.

LSA ASSOCIATES, INC.EIN 94-2341614Plan #003PY 2022

20 EXECUTIVE PARK, SUITE 200 - IRVINE, CA 92614949-553-0666LinkedIn1-10 employees

Other plans on this EIN

1 filing

#002Retirement-$21.1M assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed July 28, 2026 (most recent of 3 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view

3210 EL CAMINO REAL

Irvine, CA 92602

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Plans declared (1)

Plan name not on file20 emp

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Total assets (EOY)

$72.2M

-12.1% from 2021

Total participants

394

+0.8% from 2021

Average account balance

$190,907

-13.9% from 2021

Annual return

-5.27%

-34.38 pp from 2021

Benchmarks

See 5,988 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,988 peers

Snapshot2022

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$77.74M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$224K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

347

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

90.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.16M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+5.49%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$21

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
NEWPORT GROUP, INC.7+ years Service code 13 · EIN 27-2037969	Contract Administrator	$14,497

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$14K

$81 / participant

Contract admin$14K100.0%

% of EOY assets

0.020%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WRIGHT FORD YOUNG & CO.
Auditor EIN: 953288054
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$190,907

$84,482+126.0%

$125,363+52.3%

$66,930+185.2%

Participation rate

91.0%

76.4%+14.6pp

82.4%+8.6pp

69.8%+21.2pp

Annual return

-5.27%

-8.49%+3.2pp

572.15%-577.4pp

1.57%-6.8pp

Employer contribution / active EE

$3,043

$3,553-14.3%

$4,815-36.8%

$2,545+19.6%

Participant deferral / active EE

$6,515

$6,782-3.9%

$7,447-12.5%

$4,238+53.7%

Admin fee / account holder

$38

$685-94.4%

$10,005-99.6%

$593-93.5%

Provider

Service type

Compensation

NEWPORT GROUP, INC.7+ years

Service code 13 · EIN 27-2037969

Contract Administrator

$14,497

LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion