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, Luth Research, LLC 401(K) Retirement Plan is a benefit plan reported by Luth Research, LLC under EIN 20-3425013 and plan number 001. The latest loaded filing year is 2023. The filing reports 168 participants and $1,702,628 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,702,628
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,702,628
- Net assets (BOY)
- $1,443,410
Income & contributions
- Participant contributions
- $223,455
- Total contributions
- $223,455
- Total income / additions
- $472,889
Expenses & distributions
- Benefits paid
- $181,177
- Administrative expenses
- $28,626
- Total expenses
- $213,671
- Net increase / (decrease)
- $259,218