2023 Form 5500 filing — Ltc Global, 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 20240925091414NAL0028595250001) for Ltc Global, Inc. 401(K) Plan, reported by Ltc Global, Inc. under EIN 20-2388986 and plan number 002. It reports 310 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925091414NAL0028595250001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ltc Global, Inc.
- EIN
- 20-2388986
- Plan number
- 002
- Location
- Fort Myers, FL
- Participants
- 310
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,481,113
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,481,113
- Employer contributions
- $790,644
- Participant contributions
- $1,759,169
- Total income / additions
- $6,425,588
- Benefits paid
- $916,493
- Administrative expenses
- $29,267
- Total expenses
- $945,760
- Net increase / (decrease)
- $5,479,828
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $29,267 | $0 |