Ltc Global, Inc. 401(K) Plan — Form 5500 plan (Ltc Global, 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, Ltc Global, Inc. 401(K) Plan is a benefit plan reported by Ltc Global, Inc. under EIN 20-2388986 and plan number 002. The latest loaded filing year is 2023. The filing reports 310 participants and $26,481,113 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ltc Global, Inc.
EIN
20-2388986
Plan number
002
Plan type
2
Location
Fort Myers, FL
Latest filing year
2023
Participants
310
End-of-year plan assets
$26,481,113

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023310H, C20240925091414NAL0028595250001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,481,113
Total liabilities (EOY)
$0
Net assets (EOY)
$26,481,113
Net assets (BOY)
$19,688,003

Income & contributions

Employer contributions
$790,644
Participant contributions
$1,759,169
Total contributions
$2,549,904
Total income / additions
$6,425,588

Expenses & distributions

Benefits paid
$916,493
Administrative expenses
$29,267
Total expenses
$945,760
Net increase / (decrease)
$5,479,828

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$29,267$02023

Related Form 5500 pages