2023 Form 5500 filing — Luks And Santaniello, LLC 401(K) Profit Sharing 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 20241010092340NAL0011330563001) for Luks And Santaniello, LLC 401(K) Profit Sharing Plan, reported by Luks And Santaniello, LLC under EIN 26-0010386 and plan number 001. It reports 265 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010092340NAL0011330563001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Luks And Santaniello, LLC
- EIN
- 26-0010386
- Plan number
- 001
- Location
- Fort Lauderdale, FL
- Participants
- 265
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,725,990
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,725,990
- Employer contributions
- $221,616
- Participant contributions
- $1,451,566
- Total income / additions
- $3,197,727
- Benefits paid
- $786,800
- Administrative expenses
- $55,193
- Total expenses
- $854,555
- Net increase / (decrease)
- $2,343,172
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $49,430 | $0 |
| Ameriprise Financial Services LLC | BROKER/ADVISER | $0 | $34,878 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,763 | not reported in the loaded dataset |