2023 Form 5500 filing — Lube-Tech Services, LLC 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 20241014112054NAL0026027761001) for Lube-Tech Services, LLC 401(K) Plan, reported by Lube-Tech Services, LLC under EIN 83-0782202 and plan number 004. It reports 1,004 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014112054NAL0026027761001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lube-Tech Services, LLC
- EIN
- 83-0782202
- Plan number
- 004
- Location
- Golden Valley, MN
- Participants
- 1,004
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,813,268
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,813,268
- Employer contributions
- $1,932,219
- Participant contributions
- $5,399,120
- Total income / additions
- $14,443,833
- Benefits paid
- $5,283,189
- Administrative expenses
- $121,059
- Total expenses
- $5,404,248
- Net increase / (decrease)
- $9,039,585
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Trust Company | CONTRACT ADMIN | $81,656 | $0 |
| Mma Securities | INVESTMENT ADVISOR | $52,733 | not reported in the loaded dataset |
| The Lampo Group LLC Dba Smartdollar | FINANCIAL EDUCATION | $9,201 | not reported in the loaded dataset |