2023 Form 5500 filing — Lofted Products LLC 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 20240905095039NAL0011741107001) for Lofted Products LLC 401(K) Plan, reported by Lofted Products LLC under EIN 83-4421801 and plan number 003. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905095039NAL0011741107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lofted Products LLC
- EIN
- 83-4421801
- Plan number
- 003
- Location
- Michigan City, IN
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,534,110
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,534,110
- Employer contributions
- $151,423
- Participant contributions
- $239,322
- Total income / additions
- $933,113
- Benefits paid
- $193,803
- Administrative expenses
- $21,609
- Total expenses
- $215,412
- Net increase / (decrease)
- $717,701
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $21,609 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $6,046 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |