2023 Form 5500 filing — Luvata Waterbury 401(K) Retirement 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 20241011112540NAL0044119394001) for Luvata Waterbury 401(K) Retirement Savings Plan, reported by Luvata Waterbury, Inc. under EIN 16-1611733 and plan number 001. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011112540NAL0044119394001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Luvata Waterbury, Inc.
- EIN
- 16-1611733
- Plan number
- 001
- Location
- Waterbury, CT
- Participants
- 158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,952,565
- Total liabilities (EOY)
- $24,211
- Net assets (EOY)
- $10,928,354
- Employer contributions
- $310,934
- Participant contributions
- $483,611
- Total income / additions
- $2,188,148
- Benefits paid
- $1,196,091
- Administrative expenses
- $19,846
- Total expenses
- $1,215,937
- Net increase / (decrease)
- $972,211
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mayflower Financial Advisors LLC | INVESTMENT ADVISOR | $18,824 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $4,772 | $0 |