Plan Ledger DOL Form 5500 · updated monthly

Lantana Consulting Group, Inc.ESOP

LANTANA CONSULTING GROUP EMPLOYEE STOCK OWNERSHIP PLAN · EAST THETFORD, VT · plan year 2024

Employer contribution per participant · 2024
$9,000

Lantana Consulting Group, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held -$1,076,042 across 135 participant accounts, with employer contributions averaging $9,000 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other professional & technical services employers.

Plan summary
Net assets, end of year-$1,076,042
Participants with balances135
Active participants119
Employer contributions$1,071,033
Employee contributions—
Employer contribution per active participant$9,000
Average account balance-$7,971
Benefits paid to participants$16,677
Plan auditUnmodified (clean) audit opinion
AuditorGALLAGHER, FLYNN & COMPANY, LLP
Employer contributions to the Lantana Consulting Group, Inc. plan · 2024
Employer contribution per active participant$9,000
Median for plans this size$540

Lantana Consulting Group, Inc.'s 2024 employer contribution ran above the $540 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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Source: U.S. Department of Labor, Form 5500 series, EIN 202897420 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.