2023 Form 5500 filing — Loop Capital Markets, LLC 401(K) Plan & Trust
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 20241015104417NAL0014423747001) for Loop Capital Markets, LLC 401(K) Plan & Trust, reported by Loop Capital Markets, LLC under EIN 36-4164012 and plan number 001. It reports 350 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015104417NAL0014423747001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Loop Capital Markets, LLC
- EIN
- 36-4164012
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 350
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,380,160
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,380,160
- Employer contributions
- $1,204,036
- Participant contributions
- $3,927,302
- Total income / additions
- $13,139,095
- Benefits paid
- $4,195,979
- Administrative expenses
- $99,311
- Total expenses
- $4,295,616
- Net increase / (decrease)
- $8,843,479
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $96,767 | $0 |
| Mesirow Financial, Inc. | SERVICE PROVIDER | $0 | $45,479 |