2023 Form 5500 filing — Loeb Electric Company 401(K) Profit Sharing Plan & Trust
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 20241001092601NAL0006548049001) for Loeb Electric Company 401(K) Profit Sharing Plan & Trust, reported by The Loeb Electric Company under EIN 31-4236750 and plan number 001. It reports 291 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001092601NAL0006548049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Loeb Electric Company
- EIN
- 31-4236750
- Plan number
- 001
- Location
- Columbus, OH
- Participants
- 291
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,412,889
- Total liabilities (EOY)
- $94,972
- Net assets (EOY)
- $20,317,917
- Employer contributions
- $463,042
- Participant contributions
- $1,182,488
- Total income / additions
- $5,481,795
- Benefits paid
- $2,256,007
- Administrative expenses
- $41,038
- Total expenses
- $2,317,961
- Net increase / (decrease)
- $3,163,834
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mml Investor Services LLC | ADVISOR | $25,010 | not reported in the loaded dataset |
| Mercer Global Advisors Inc | ADVISOR | $12,826 | not reported in the loaded dataset |
| Fidelity Workplace Services LLC | PLAN ADMINISTRATOR | $3,201 | $0 |