Latitude Corp. 401(K) Plan — Form 5500 plan (Latitude Corp.)
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, Latitude Corp. 401(K) Plan is a benefit plan reported by Latitude Corp. under EIN 36-3714613 and plan number 001. The latest loaded filing year is 2023. The filing reports 241 participants and $13,721,748 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Latitude Corp.
- EIN
- 36-3714613
- Plan number
- 001
- Plan type
- 2
- Location
- Verona, WI
- Latest filing year
- 2023
- Participants
- 241
- End-of-year plan assets
- $13,721,748
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 241 | H, C | 20240801101532NAL0022810561001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,721,748
- Net assets (EOY)
- $13,721,748
- Net assets (BOY)
- $11,038,047
Income & contributions
- Employer contributions
- $413,472
- Participant contributions
- $875,217
- Total contributions
- $1,445,156
- Total income / additions
- $3,300,133
Expenses & distributions
- Benefits paid
- $554,929
- Administrative expenses
- $46,052
- Total expenses
- $616,432
- Net increase / (decrease)
- $2,683,701
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc Capital Markets LLC | INVESTMENT ADVISORY-PLAN | $28,922 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $17,130 | $0 | 2023 |