2023 Form 5500 filing — Lhoist North America 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 20240925133137NAL0005479987001) for Lhoist North America 401(K) Plan, reported by Lhoist North America, Inc. under EIN 75-2060363 and plan number 003. It reports 2,050 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925133137NAL0005479987001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lhoist North America, Inc.
- EIN
- 75-2060363
- Plan number
- 003
- Location
- Fort Worth, TX
- Participants
- 2,050
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $259,984,342
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $259,984,342
- Employer contributions
- $12,901,257
- Participant contributions
- $11,731,411
- Total income / additions
- $60,147,458
- Benefits paid
- $29,293,657
- Administrative expenses
- $333,495
- Total expenses
- $29,627,152
- Net increase / (decrease)
- $30,520,306
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps Inc | THIRD PARTY SERVICE PROV | $133,516 | not reported in the loaded dataset |
| Creative Planning | CONSULTANT | $68,000 | not reported in the loaded dataset |
| Morningstar | INVESTMENT ADVISORS | $17,675 | not reported in the loaded dataset |
| Qdro Consultants | CONSULTANT | $1,200 | not reported in the loaded dataset |