2023 Form 5500 filing — Lodolce Machine Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240606201358NAL0022927441001) for Lodolce Machine Retirement Plan, reported by Lodolce Machine Co., Inc. under EIN 11-2026852 and plan number 001. It reports 38 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.2MReported net assets$1,209,674
Participants38
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240606201358NAL0022927441001
Plan sponsor
Lodolce Machine Co., Inc.
EIN
11-2026852
Plan number
001
Location
Saugerties, NY
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.2M total assets
Net assets$1.2MLiabilities$0
Money in vs. money out
Total income / additions$187.6K
Total expenses$139.8K
Benefits paid / distributions$130.6K
Contributions
Employer$0
Participant$28.6K
Full reported line items
Total assets (EOY)
$1,209,674
Total liabilities (EOY)
$0
Net assets (EOY)
$1,209,674
Employer contributions
$0
Participant contributions
$28,631
Total income / additions
$187,646
Benefits paid
$130,625
Administrative expenses
$9,204
Total expenses
$139,829
Net increase / (decrease)
$47,817

Related Form 5500 pages