Locus Management 401(K) — Form 5500 plan (Locus Management)
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, Locus Management 401(K) is a benefit plan reported by Locus Management under EIN 38-4038952 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $3,998,917 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Locus Management
- EIN
- 38-4038952
- Plan number
- 001
- Plan type
- 2
- Location
- Solon, OH
- Latest filing year
- 2023
- Participants
- 158
- End-of-year plan assets
- $3,998,917
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20241010092506NAL0009853171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,998,917
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,998,917
- Net assets (BOY)
- $2,669,023
Income & contributions
- Employer contributions
- $377,636
- Participant contributions
- $848,157
- Total contributions
- $1,530,802
- Total income / additions
- $2,104,649
Expenses & distributions
- Benefits paid
- $756,836
- Administrative expenses
- $17,919
- Total expenses
- $774,755
- Net increase / (decrease)
- $1,329,894
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| 401k Advisors Inc | INVESTMENT/FINANCIAL ADVI | $14,898 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $3,020 | $0 | 2023 |