2023 Form 5500 filing — Logical Position Retirement 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 20241011113311NAL0036796880001) for Logical Position Retirement Plan, reported by Logical Position LLC under EIN 27-1549756 and plan number 002. It reports 929 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$18.5MReported net assets$18,506,292
Participants929
Provider compensation$121.7K2 Schedule C row(s)$121,717
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011113311NAL0036796880001
Plan sponsor
Logical Position LLC
EIN
27-1549756
Plan number
002
Location
Lake Oswego, OR
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$18.5M total assets
Net assets$18.5MLiabilities$0
Money in vs. money out
Total income / additions$7.2M
Total expenses$1.2M
Benefits paid / distributions$1.1M
Contributions
Employer$1.6M
Participant$2.7M
Full reported line items
Total assets (EOY)
$18,506,292
Total liabilities (EOY)
$0
Net assets (EOY)
$18,506,292
Employer contributions
$1,551,607
Participant contributions
$2,679,438
Total income / additions
$7,232,333
Benefits paid
$1,053,707
Administrative expenses
$100,639
Total expenses
$1,155,782
Net increase / (decrease)
$6,076,551
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    SERVICE PROVIDER · Direct $98.9K · Indirect $0
  2. 2
    SERVICE PROVIDER · Direct $0 · Indirect $22.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011113311NAL0036796880001 cover?
It is the 2023 Form 5500 filing for Logical Position Retirement Plan, reported by Logical Position LLC (EIN 27-1549756).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages