2023 Form 5500 filing — H.W. Lochner, 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 20240829164140NAL0029792578001) for H.W. Lochner, Inc. 401(K) Retirement Plan, reported by H.W. Lochner, Inc. under EIN 36-2338811 and plan number 001. It reports 862 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$137.4MReported net assets$137,429,233
Participants862
Provider compensation$84.9K3 Schedule C row(s)$84,949
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240829164140NAL0029792578001
- Plan sponsor
- H.W. Lochner, Inc.
- EIN
- 36-2338811
- Plan number
- 001
- Location
- Chicago, IL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$137.4M total assets
Net assets$137.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $137,429,233
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $137,429,233
- Employer contributions
- $1,737,414
- Participant contributions
- $4,556,963
- Total income / additions
- $30,338,169
- Benefits paid
- $10,764,346
- Administrative expenses
- $119,132
- Total expenses
- $10,883,478
- Net increase / (decrease)
- $19,454,691
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1
- 2
- 3