Ldi Industries, Inc. Retirement Savings Plan — Form 5500 plan (Ldi Industries, 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, Ldi Industries, Inc. Retirement Savings Plan is a benefit plan reported by Ldi Industries, Inc. under EIN 39-0992916 and plan number 002. The latest loaded filing year is 2023. The filing reports 229 participants and $24,370,228 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ldi Industries, Inc.
EIN
39-0992916
Plan number
002
Plan type
2
Location
Manitowoc, WI
Latest filing year
2023
Participants
229
End-of-year plan assets
$24,370,228

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023229H, C20240718065110NAL0002975699001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,370,228
Total liabilities (EOY)
$26,623
Net assets (EOY)
$24,343,605
Net assets (BOY)
$20,307,922

Income & contributions

Employer contributions
$268,584
Participant contributions
$767,503
Total contributions
$1,036,087
Total income / additions
$5,052,117

Expenses & distributions

Benefits paid
$952,420
Administrative expenses
$49,180
Total expenses
$1,016,434
Net increase / (decrease)
$4,035,683

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services, LLCNONE$45,832not reported in the loaded dataset2023
Matrix Trust CompanyNONE$0$02023

Related Form 5500 pages