2023 Form 5500 filing — Jim Lupient Companies Employees Savings 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 20241008060345NAL0029202192001) for Jim Lupient Companies Employees Savings Plan, reported by Jim Lupient Company under EIN 41-0960016 and plan number 001. It reports 304 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008060345NAL0029202192001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Jim Lupient Company
- EIN
- 41-0960016
- Plan number
- 001
- Location
- Golden Valley, MN
- Participants
- 304
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,321,008
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,321,008
- Participant contributions
- $1,574,674
- Total income / additions
- $4,531,883
- Benefits paid
- $1,764,596
- Administrative expenses
- $57,730
- Total expenses
- $1,824,915
- Net increase / (decrease)
- $2,706,968
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| 401k Advisors Inc | INVESTMENT/FINANCIAL ADVI | $24,288 | $0 |
| Adp, Inc. | RECORD KEEPER | $18,444 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |