2023 Form 5500 filing — Lowry Solutions, Inc. 401(K) Psp
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 20240823130954NAL0003665059001) for Lowry Solutions, Inc. 401(K) Psp, reported by Lowry Solutions, Inc. under EIN 38-3179137 and plan number 002. It reports 113 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240823130954NAL0003665059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lowry Solutions, Inc.
- EIN
- 38-3179137
- Plan number
- 002
- Location
- Brighton, MI
- Participants
- 113
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,919,439
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,919,439
- Employer contributions
- $97,749
- Participant contributions
- $719,294
- Total income / additions
- $2,878,296
- Benefits paid
- $1,125,797
- Administrative expenses
- $34,525
- Total expenses
- $1,160,322
- Net increase / (decrease)
- $1,717,974
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services, Inc | NONE | $21,083 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $13,442 | $449 |