2023 Form 5500 filing — Loeks Theatres, Inc. 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 20240916175934NAL0001831777001) for Loeks Theatres, Inc. 401(K) Plan, reported by Loeks Theatres, Inc. under EIN 38-1559568 and plan number 001. It reports 264 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916175934NAL0001831777001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Loeks Theatres, Inc.
- EIN
- 38-1559568
- Plan number
- 001
- Location
- Grand Rapids, MI
- Participants
- 264
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,299,863
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,299,863
- Employer contributions
- $48,686
- Participant contributions
- $415,435
- Total income / additions
- $2,166,979
- Benefits paid
- $931,203
- Administrative expenses
- $49,289
- Total expenses
- $980,492
- Net increase / (decrease)
- $1,186,487
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $49,315 | $0 |
| Sigma Financial Corporation | OTHER SERVCIES | $0 | $9,198 |
| The Oldenburg Company, Inc. | OTHER SERVICES | $0 | $2,300 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |