Luks And Santaniello, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Luks And Santaniello, 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, Luks And Santaniello, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Luks And Santaniello, LLC under EIN 26-0010386 and plan number 001. The latest loaded filing year is 2023. The filing reports 265 participants and $10,725,990 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Luks And Santaniello, LLC
- EIN
- 26-0010386
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Lauderdale, FL
- Latest filing year
- 2023
- Participants
- 265
- End-of-year plan assets
- $10,725,990
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 265 | H, C | 20241010092340NAL0011330563001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,725,990
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,725,990
- Net assets (BOY)
- $8,382,818
Income & contributions
- Employer contributions
- $221,616
- Participant contributions
- $1,451,566
- Total contributions
- $1,951,228
- Total income / additions
- $3,197,727
Expenses & distributions
- Benefits paid
- $786,800
- Administrative expenses
- $55,193
- Total expenses
- $854,555
- Net increase / (decrease)
- $2,343,172
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $49,430 | $0 | 2023 |
| Ameriprise Financial Services LLC | BROKER/ADVISER | $0 | $34,878 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,763 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Luks And Santaniello, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Lauderdale, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Ameriprise Financial Services LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation