Loureiro Engineering Associates, Inc 401(K) Plan — Form 5500 plan (Loureiro Engineering Associates, Inc.)
Plain-English plan 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, Loureiro Engineering Associates, Inc 401(K) Plan is a benefit plan reported by Loureiro Engineering Associates, Inc. under EIN 06-0918334 and plan number 001. The latest loaded filing year is 2023. The filing reports 307 participants and $22,973,677 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Loureiro Engineering Associates, Inc.
- EIN
- 06-0918334
- Plan number
- 001
- Plan type
- 2
- Location
- Plainville, CT
- Latest filing year
- 2023
- Participants
- 307
- End-of-year plan assets
- $22,973,677
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 307 | H, C | 20240729165714NAL0019161073001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,973,677
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,973,677
- Net assets (BOY)
- $20,505,110
Income & contributions
- Employer contributions
- $515,087
- Participant contributions
- $1,254,024
- Total contributions
- $1,845,545
- Total income / additions
- $5,033,577
Expenses & distributions
- Benefits paid
- $2,509,408
- Administrative expenses
- $55,602
- Total expenses
- $2,565,010
- Net increase / (decrease)
- $2,468,567
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Smith Brothers Financial LLC | INVESTMENT ADVISOR | $31,187 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $24,694 | $0 | 2023 |
| Pension Consultants, Inc. | CONTRACT ADMIN | $5,240 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Loureiro Engineering Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Plainville, CT
- Smith Brothers Financial LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Pension Consultants, Inc. — Schedule C compensation