Loeb Electric Company 401(K) Profit Sharing Plan & Trust — Form 5500 plan (The Loeb Electric Company)
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, Loeb Electric Company 401(K) Profit Sharing Plan & Trust is a benefit plan reported by The Loeb Electric Company under EIN 31-4236750 and plan number 001. The latest loaded filing year is 2023. The filing reports 291 participants and $20,412,889 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Loeb Electric Company
- EIN
- 31-4236750
- Plan number
- 001
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 291
- End-of-year plan assets
- $20,412,889
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 291 | H, C | 20241001092601NAL0006548049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,412,889
- Total liabilities (EOY)
- $94,972
- Net assets (EOY)
- $20,317,917
- Net assets (BOY)
- $17,154,083
Income & contributions
- Employer contributions
- $463,042
- Participant contributions
- $1,182,488
- Total contributions
- $2,218,680
- Total income / additions
- $5,481,795
Expenses & distributions
- Benefits paid
- $2,256,007
- Administrative expenses
- $41,038
- Total expenses
- $2,317,961
- Net increase / (decrease)
- $3,163,834
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mml Investor Services LLC | ADVISOR | $25,010 | not reported in the loaded dataset | 2023 |
| Mercer Global Advisors Inc | ADVISOR | $12,826 | not reported in the loaded dataset | 2023 |
| Fidelity Workplace Services LLC | PLAN ADMINISTRATOR | $3,201 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Loeb Electric Company
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Columbus, OH
- Mml Investor Services LLC — Schedule C compensation
- Mercer Global Advisors Inc — Schedule C compensation
- Fidelity Workplace Services LLC — Schedule C compensation