2023 Form 5500 filing — Loureiro Engineering Associates, Inc 401(K) 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 20240729165714NAL0019161073001) for Loureiro Engineering Associates, Inc 401(K) Plan, reported by Loureiro Engineering Associates, Inc. under EIN 06-0918334 and plan number 001. It reports 307 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729165714NAL0019161073001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Loureiro Engineering Associates, Inc.
- EIN
- 06-0918334
- Plan number
- 001
- Location
- Plainville, CT
- Participants
- 307
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,973,677
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,973,677
- Employer contributions
- $515,087
- Participant contributions
- $1,254,024
- Total income / additions
- $5,033,577
- Benefits paid
- $2,509,408
- Administrative expenses
- $55,602
- Total expenses
- $2,565,010
- Net increase / (decrease)
- $2,468,567
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Smith Brothers Financial LLC | INVESTMENT ADVISOR | $31,187 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $24,694 | $0 |
| Pension Consultants, Inc. | CONTRACT ADMIN | $5,240 | $0 |