2023 Form 5500 filing — Luth Research, LLC 401(K) 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 20240726171745NAL0009211187001) for Luth Research, LLC 401(K) Retirement Plan, reported by Luth Research, LLC under EIN 20-3425013 and plan number 001. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726171745NAL0009211187001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Luth Research, LLC
- EIN
- 20-3425013
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,702,628
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,702,628
- Participant contributions
- $223,455
- Total income / additions
- $472,889
- Benefits paid
- $181,177
- Administrative expenses
- $28,626
- Total expenses
- $213,671
- Net increase / (decrease)
- $259,218
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mariner Retirement Advisors LLC | INVESTMENT ADVISORY | $0 | $10,000 |