2023 Form 5500 filing — Standard Locknut, LLC Incentive 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 20241009103418NAL0037481010001) for Standard Locknut, LLC Incentive Savings Plan, reported by Standard Locknut, LLC under EIN 11-3800232 and plan number 003. It reports 121 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009103418NAL0037481010001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Standard Locknut, LLC
- EIN
- 11-3800232
- Plan number
- 003
- Location
- Westfield, IN
- Participants
- 121
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,170,304
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,170,304
- Employer contributions
- $151,133
- Participant contributions
- $378,560
- Total income / additions
- $1,298,071
- Benefits paid
- $353,993
- Administrative expenses
- $29,157
- Total expenses
- $383,150
- Net increase / (decrease)
- $914,921
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $29,156 | $0 |
| Christensen Group Financial, LLC | INVESTMENT ADVISORY | $0 | $5,285 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |