2023 Form 5500 filing — Lusa Associates/Ultima Services 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 20241118155032NAL0001082563001) for Lusa Associates/Ultima Services 401(K) Plan, reported by Lusa Associates Inc. under EIN 52-2304111 and plan number 001. It reports 166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241118155032NAL0001082563001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lusa Associates Inc.
- EIN
- 52-2304111
- Plan number
- 001
- Location
- Greeneville, TN
- Participants
- 166
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,011,808
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,011,808
- Employer contributions
- $27,727
- Participant contributions
- $56,638
- Total income / additions
- $442,845
- Benefits paid
- $207,812
- Administrative expenses
- $41,393
- Total expenses
- $249,205
- Net increase / (decrease)
- $193,640
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $16,296 | $967 |
| Erickson Demel & Associates, Pllc | NONE | $15,500 | not reported in the loaded dataset |
| Cambridge Investment Research, Inc. | NONE | $9,597 | not reported in the loaded dataset |