Other
2023 plan-year Other DOL Form 5500

E. F. LOMBARDI COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

E. F. LOMBARDI COMPANY

This Other plan holds N/A in total assets and serves 21 participants as of 2023. It is sponsored by E. F. LOMBARDI COMPANY in North Carolina.

Total Assets (2023)
N/A
Participants
21
Industry
Wholesale Trade

What the Filing Says About E. F. LOMBARDI COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

E. F. LOMBARDI COMPANY EMPLOYEE STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by E. F. LOMBARDI COMPANY, headquartered in North Carolina. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 21 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 560681082, and the plan has been effective since 1988-12-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan TypeOther
Employer EIN560681082
Plan Effective Date1988-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (E. F. LOMBARDI COMPANY)

Year Plans Participants Total Assets
2022 1 21 N/A
2023 1 21 N/A

Nearby Other Plans in North Carolina

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the E. F. LOMBARDI COMPANY EMPLOYEE STOCK OWNERSHIP PLAN?
As of the 2023 Form 5500 filing, E. F. LOMBARDI COMPANY EMPLOYEE STOCK OWNERSHIP PLAN holds N/A in total assets with 21 participants. It is sponsored by E. F. LOMBARDI COMPANY.
What type of plan is E. F. LOMBARDI COMPANY EMPLOYEE STOCK OWNERSHIP PLAN?
E. F. LOMBARDI COMPANY EMPLOYEE STOCK OWNERSHIP PLAN is a Other plan. It has been effective since 1988-12-01. The plan is filed with the U.S. Department of Labor under EIN 560681082.
Who sponsors the E. F. LOMBARDI COMPANY EMPLOYEE STOCK OWNERSHIP PLAN?
E. F. LOMBARDI COMPANY EMPLOYEE STOCK OWNERSHIP PLAN is sponsored by E. F. LOMBARDI COMPANY, located in North Carolina. The sponsor's EIN is 560681082 and the plan operates in the Wholesale Trade industry.
How did E. F. LOMBARDI COMPANY EMPLOYEE STOCK OWNERSHIP PLAN perform in 2023?
E. F. LOMBARDI COMPANY EMPLOYEE STOCK OWNERSHIP PLAN held N/A in total assets at the end of 2023.
Where can I find official filings for E. F. LOMBARDI COMPANY EMPLOYEE STOCK OWNERSHIP PLAN?
Official Form 5500 filings for E. F. LOMBARDI COMPANY EMPLOYEE STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 560681082 or plan name at efast.dol.gov.
How does E. F. LOMBARDI COMPANY EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans?
You can compare E. F. LOMBARDI COMPANY EMPLOYEE STOCK OWNERSHIP PLAN against other Other plans on the plan type page, or view plans in North Carolina on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 560681082.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.