2023 Form 5500 filing — Ldi Industries, Inc. Retirement Savings 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 20240718065110NAL0002975699001) for Ldi Industries, Inc. Retirement Savings Plan, reported by Ldi Industries, Inc. under EIN 39-0992916 and plan number 002. It reports 229 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240718065110NAL0002975699001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ldi Industries, Inc.
- EIN
- 39-0992916
- Plan number
- 002
- Location
- Manitowoc, WI
- Participants
- 229
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,370,228
- Total liabilities (EOY)
- $26,623
- Net assets (EOY)
- $24,343,605
- Employer contributions
- $268,584
- Participant contributions
- $767,503
- Total income / additions
- $5,052,117
- Benefits paid
- $952,420
- Administrative expenses
- $49,180
- Total expenses
- $1,016,434
- Net increase / (decrease)
- $4,035,683
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $45,832 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |