2023 Form 5500 filing — Lippert Components, Inc. Employee 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 20240809093931NAL0003391107001) for Lippert Components, Inc. Employee Retirement Savings Plan, reported by Lippert Components, Inc. under EIN 25-1217067 and plan number 002. It reports 12,530 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240809093931NAL0003391107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lippert Components, Inc.
- EIN
- 25-1217067
- Plan number
- 002
- Location
- Elkhart, IN
- Participants
- 12,530
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $267,099,032
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $267,099,032
- Employer contributions
- $11,426,047
- Participant contributions
- $20,878,393
- Total income / additions
- $72,944,401
- Benefits paid
- $26,684,299
- Administrative expenses
- $577,757
- Total expenses
- $27,265,273
- Net increase / (decrease)
- $45,679,128
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $465,445 | $0 |
| Wells Fargo Advisors | CONTRACT ADMINISTRATOR | $161,261 | not reported in the loaded dataset |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |