Plan5500

Logicalis, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Logicalis, 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, Logicalis, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Logicalis, Inc. under EIN 13-4000122 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,030 participants and $111,767,607 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Logicalis, Inc.
EIN
13-4000122
Plan number
001
Plan type
2
Location
Bloomfield Hills, MI
Latest filing year
2023
Participants
1,030
End-of-year plan assets
$111,767,607

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,030H, C20241001140816NAL0006916561001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$111,767,607
Total liabilities (EOY)
$0
Net assets (EOY)
$111,767,607
Net assets (BOY)
$100,019,896

Income & contributions

Employer contributions
$2,289,340
Participant contributions
$5,762,150
Total contributions
$9,611,533
Total income / additions
$26,539,231

Expenses & distributions

Benefits paid
$14,391,685
Administrative expenses
$399,835
Total expenses
$14,791,520
Net increase / (decrease)
$11,747,711

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Retirement Plan SrvcsRETAINED BY EMPLOYER$306,395$02023
Ubs Financial Services IncINVESTMENT ADVISORY$78,000not reported in the loaded dataset2023
Plante & MoranRETAINED BY EMPLOYER$17,500not reported in the loaded dataset2023

Related Form 5500 pages