Logistics Plus 401(K) Profit Sharing Plan — Form 5500 plan (Logistics Plus)

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, Logistics Plus 401(K) Profit Sharing Plan is a benefit plan reported by Logistics Plus under EIN 16-1570188 and plan number 001. The latest loaded filing year is 2023. The filing reports 532 participants and $14,285,362 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$14.3MPlan net assets, end of year$14,285,362
Participants532Covered participants reported
Assets / participant$26.9KComputed: assets ÷ participants$26,852 (computed)
Provider compensation$39.2K2 Schedule C provider row(s)$39,223
Plan sponsor
Logistics Plus
EIN
16-1570188
Plan number
001
Plan type
2
Location
Erie, PA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    532 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$14.3M total assets
Net assets$14.3MLiabilities
Money in vs. money out
Total income / additions$5.5M
Total expenses$1.1M
Benefits paid / distributions$973.1K
Contributions
Employer$1.1M
Participant$2M
Full reported line items

Net assets

Total assets (EOY)
$14,285,362
Net assets (EOY)
$14,285,362
Net assets (BOY)
$9,887,297

Income & contributions

Employer contributions
$1,053,752
Participant contributions
$2,027,305
Total contributions
$3,565,003
Total income / additions
$5,472,740

Expenses & distributions

Benefits paid
$973,073
Administrative expenses
$101,602
Total expenses
$1,074,675
Net increase / (decrease)
$4,398,065
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 34%Participant 66%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    INVESTMENT ADVISOR · Direct $36K
  2. 2
    RECORDKEEPER · Direct $3.2K

Related Form 5500 pages