Loparex LLC 401(K) Plan — Form 5500 plan (Loparex, 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, Loparex LLC 401(K) Plan is a benefit plan reported by Loparex, LLC under EIN 20-8048954 and plan number 005. The latest loaded filing year is 2023. The filing reports 958 participants and $96,313,440 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Loparex, LLC
EIN
20-8048954
Plan number
005
Plan type
2
Location
Cary, NC
Latest filing year
2023
Participants
958
End-of-year plan assets
$96,313,440

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023958H, C20241014081612NAL0025708049001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$96,313,440
Total liabilities (EOY)
$0
Net assets (EOY)
$96,313,440
Net assets (BOY)
$83,705,483

Income & contributions

Employer contributions
$3,771,958
Participant contributions
$4,451,640
Total contributions
$8,656,658
Total income / additions
$25,689,529

Expenses & distributions

Benefits paid
$13,111,243
Administrative expenses
-$45,672
Total expenses
$13,081,572
Net increase / (decrease)
$12,607,957

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$20,745not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$55,064$02023

Related Form 5500 pages