Standard Locknut, LLC Incentive Savings Plan — Form 5500 plan (Standard Locknut, LLC)
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, Standard Locknut, LLC Incentive Savings Plan is a benefit plan reported by Standard Locknut, LLC under EIN 11-3800232 and plan number 003. The latest loaded filing year is 2023. The filing reports 121 participants and $5,170,304 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Standard Locknut, LLC
- EIN
- 11-3800232
- Plan number
- 003
- Plan type
- 2
- Location
- Westfield, IN
- Latest filing year
- 2023
- Participants
- 121
- End-of-year plan assets
- $5,170,304
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 121 | H, C | 20241009103418NAL0037481010001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,170,304
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,170,304
- Net assets (BOY)
- $4,255,383
Income & contributions
- Employer contributions
- $151,133
- Participant contributions
- $378,560
- Total contributions
- $577,581
- Total income / additions
- $1,298,071
Expenses & distributions
- Benefits paid
- $353,993
- Administrative expenses
- $29,157
- Total expenses
- $383,150
- Net increase / (decrease)
- $914,921
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $29,156 | $0 | 2023 |
| Christensen Group Financial, LLC | INVESTMENT ADVISORY | $0 | $5,285 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Standard Locknut, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Westfield, IN
- Principal Life Insurance Company — Schedule C compensation
- Christensen Group Financial, LLC — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation