Lochmueller Group, Inc. 401(K) Savings Plan — Form 5500 plan (Lochmueller Group, 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, Lochmueller Group, Inc. 401(K) Savings Plan is a benefit plan reported by Lochmueller Group, Inc. under EIN 35-1455938 and plan number 001. The latest loaded filing year is 2023. The filing reports 341 participants and $39,882,094 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lochmueller Group, Inc.
- EIN
- 35-1455938
- Plan number
- 001
- Plan type
- 2
- Location
- Evansville, IN
- Latest filing year
- 2023
- Participants
- 341
- End-of-year plan assets
- $39,882,094
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 341 | H, C | 20241015130546NAL0014685731001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,882,094
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,882,094
- Net assets (BOY)
- $31,507,726
Income & contributions
- Employer contributions
- $1,387,460
- Participant contributions
- $2,891,650
- Total contributions
- $5,186,346
- Total income / additions
- $11,613,887
Expenses & distributions
- Benefits paid
- $3,124,279
- Administrative expenses
- $112,105
- Total expenses
- $3,239,519
- Net increase / (decrease)
- $8,374,368
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services | NONE | $74,105 | not reported in the loaded dataset | 2023 |
| German American Financial & Trust | INVESTMENT ADVISOR | $38,000 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lochmueller Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Evansville, IN
- Oneamerica Retirement Services — Schedule C compensation
- German American Financial & Trust — Schedule C compensation
- Matrix Trust Company — Schedule C compensation