Logistics Systems, Inc. 401(K) Plan — Form 5500 plan (Logistics Systems, 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, Logistics Systems, Inc. 401(K) Plan is a benefit plan reported by Logistics Systems, Inc. under EIN 30-0226150 and plan number 001. The latest loaded filing year is 2023. The filing reports 152 participants and $4,765,333 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Logistics Systems, Inc.
- EIN
- 30-0226150
- Plan number
- 001
- Plan type
- 2
- Location
- Alexandria, VA
- Latest filing year
- 2023
- Participants
- 152
- End-of-year plan assets
- $4,765,333
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 152 | H, C | 20240911155557NAL0012304368001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,765,333
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,765,333
- Net assets (BOY)
- $3,612,267
Income & contributions
- Employer contributions
- $166,587
- Participant contributions
- $434,698
- Total contributions
- $1,073,787
- Total income / additions
- $1,730,795
Expenses & distributions
- Benefits paid
- $552,582
- Administrative expenses
- $24,106
- Total expenses
- $577,729
- Net increase / (decrease)
- $1,153,066
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameritas Advisory Services LLC | ADVISOR | $10,003 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $7,453 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $6,650 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Logistics Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Alexandria, VA
- Ameritas Advisory Services LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation