2023 Form 5500 filing — Lovelace Scientific Resources 401k 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 20240726130742NAL0024466688005) for Lovelace Scientific Resources 401k Plan, reported by Lovelace Scientific Resources Inc. under EIN 85-0357767 and plan number 002. It reports 235 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$19.7MReported net assets$19,680,217
Participants235
Provider compensation$32.5K2 Schedule C row(s)$32,468
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240726130742NAL0024466688005
Plan sponsor
Lovelace Scientific Resources Inc.
EIN
85-0357767
Plan number
002
Location
Albuquerque, NM
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$19.7M total assets
Net assets$19.7MLiabilities
Money in vs. money out
Total income / additions$3M
Total expenses$693.9K
Benefits paid / distributions$661.4K
Contributions
Employer$30.6K
Participant$69.2K
Full reported line items
Total assets (EOY)
$19,680,217
Net assets (EOY)
$19,680,217
Employer contributions
$30,619
Participant contributions
$69,217
Total income / additions
$2,980,199
Benefits paid
$661,396
Administrative expenses
$32,468
Total expenses
$693,864
Net increase / (decrease)
$2,286,335

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Moss Adams LlpN/A$18,291not reported in the loaded dataset
Teachers Insurance And Annuity AssoN/A$14,177$0

Related Form 5500 pages