2023 Form 5500 filing — Ludlum Measurements, Inc. 401(K) 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 20241011125430NAL0022781777001) for Ludlum Measurements, Inc. 401(K) Plan, reported by Ludlum Measurements, Inc. under EIN 75-1085764 and plan number 001. It reports 380 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011125430NAL0022781777001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ludlum Measurements, Inc.
- EIN
- 75-1085764
- Plan number
- 001
- Location
- Sweetwater, TX
- Participants
- 380
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,785,639
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,785,639
- Employer contributions
- $357,446
- Participant contributions
- $1,417,010
- Total income / additions
- $7,956,957
- Benefits paid
- $914,560
- Administrative expenses
- $87,568
- Total expenses
- $1,018,173
- Net increase / (decrease)
- $6,938,784
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Advisors LLC | INVESTMENT ADVISOR | $81,237 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $17,309 | not reported in the loaded dataset |
| Benefit Investment Group Inc | CONTRACT ADMIN | $3,111 | $8,195 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $9,027 | not reported in the loaded dataset |
| Trg Administrative Services | CONTRACT ADMIN | $2,575 | not reported in the loaded dataset |
| Loren D Stark Company Inc | CONTRACT ADMIN | $0 | $1,806 |