2023 Form 5500 filing — Lti Technology Solutions Employee Stock Ownership 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 20240916114911NAL0001422497001) for Lti Technology Solutions Employee Stock Ownership Plan, reported by Lti Technology Solutions under EIN 47-0722756 and plan number 002. It reports 136 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)$8.3MReported net assets$8,290,223
Participants136
Provider compensation$36.3K3 Schedule C row(s)$36,292
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240916114911NAL0001422497001
- Plan sponsor
- Lti Technology Solutions
- EIN
- 47-0722756
- Plan number
- 002
- Location
- Omaha, NE
- 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)$8.3M total assets
Net assets$8.3MLiabilities$7.1K
Full reported line items
- Total assets (EOY)
- $8,297,358
- Total liabilities (EOY)
- $7,135
- Net assets (EOY)
- $8,290,223
- Employer contributions
- $300,000
- Total income / additions
- $1,440,903
- Benefits paid
- $340,686
- Administrative expenses
- $37,643
- Total expenses
- $378,329
- Net increase / (decrease)
- $1,062,574
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal | INVESTMENT MANAGEMENT | $15,392 | not reported in the loaded dataset |
| Bland & Associates | ACCOUNTANT | $11,550 | not reported in the loaded dataset |
| Stern Brothers Valuation Advisors | ACTUARY | $9,350 | not reported in the loaded dataset |