401(k)
2024 plan-year 401(k) DOL Form 5500

Lenbrook Square Foundation, Inc. 401(k) Savings Plan

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

Sponsored by Lenbrook Square Foundation, Inc. · Georgia · Healthcare & Social Assistance

What the 2023 filing shows

Lenbrook Square Foundation, Inc. 401(k) Savings Plan holds $11M for 358 participants — about $30,017 per participant, up 14.5% over the 2024 plan year.

$11M
total plan assets (2024 EOY)
358
covered participants
$30,017
avg assets per participant
+14.5%
assets growth YoY
Total Assets (2023)
$11M
Participants
358
State
Industry
Healthcare & Social Assistance

What the Filing Says About Lenbrook Square Foundation, Inc. 401(k) Savings Plan

Lenbrook Square Foundation, Inc. 401(k) Savings Plan is a 401(k) retirement plan sponsored by Lenbrook Square Foundation, Inc., headquartered in Georgia. As of the 2024 Form 5500 filing, the plan reports $11M in total end-of-year assets and covers 358 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 581416841, and the plan has been effective since 1997-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $9M at the beginning of 2024 to $11M at year-end — a gain of 14.5%. Net assets (after liabilities) closed the year at $11M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. 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 2 prior plan-year filings 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)$9M
Total Assets (End of Year)$11M
Net Assets (End of Year)$11M
Net Income$1M
Plan Type401(k)
Employer EIN581416841
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lenbrook Square Foundation, Inc.)

Year Plans Participants Total Assets
2022 1 336 $7M
2023 1 379 $9M
2024 1 358 $11M

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Frequently Asked Questions

How much money is in the Lenbrook Square Foundation, Inc. 401(k) Savings Plan?
As of the 2024 Form 5500 filing, Lenbrook Square Foundation, Inc. 401(k) Savings Plan holds $11M in total assets with 358 participants. It is sponsored by Lenbrook Square Foundation, Inc..
What type of plan is Lenbrook Square Foundation, Inc. 401(k) Savings Plan?
Lenbrook Square Foundation, Inc. 401(k) Savings Plan is a 401(k) plan. It has been effective since 1997-07-01. The plan is filed with the U.S. Department of Labor under EIN 581416841.
Who sponsors the Lenbrook Square Foundation, Inc. 401(k) Savings Plan?
Lenbrook Square Foundation, Inc. 401(k) Savings Plan is sponsored by Lenbrook Square Foundation, Inc., located in Georgia. The sponsor's EIN is 581416841 and the plan operates in the Healthcare & Social Assistance industry.
How did Lenbrook Square Foundation, Inc. 401(k) Savings Plan perform in 2024?
Lenbrook Square Foundation, Inc. 401(k) Savings Plan grew by 14.5% during 2024, moving from $9M to $11M in total assets. Net income was $1M.
Where can I find official filings for Lenbrook Square Foundation, Inc. 401(k) Savings Plan?
Official Form 5500 filings for Lenbrook Square Foundation, Inc. 401(k) Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 581416841 or plan name at efast.dol.gov.
How does Lenbrook Square Foundation, Inc. 401(k) Savings Plan compare to other plans?
You can compare Lenbrook Square Foundation, Inc. 401(k) Savings Plan against other 401(k) plans on the plan type page, or view plans in Georgia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 581416841.

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 U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.