2023 Form 5500 filing — Logistec Usa Inc. 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 20240827061140NAL0010548529001) for Logistec Usa Inc. 401(K) Retirement Plan, reported by Logistec Usa Inc. under EIN 62-1333756 and plan number 001. It reports 216 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827061140NAL0010548529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Logistec Usa Inc.
- EIN
- 62-1333756
- Plan number
- 001
- Location
- Baltimore, MD
- Participants
- 216
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,097,820
- Net assets (EOY)
- $20,097,820
- Employer contributions
- $518,697
- Participant contributions
- $822,048
- Total income / additions
- $3,871,438
- Benefits paid
- $1,444,550
- Administrative expenses
- $53,805
- Total expenses
- $1,498,355
- Net increase / (decrease)
- $2,373,083
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital Investment | INVESTMENT ADVISOR | $28,875 | $0 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $10,478 | $0 |
| The Pension Service Inc | CONTRACT ADMINISTRATOR | $9,456 | $0 |