L.F. George, Inc. 401(K) Savings Plan — Form 5500 plan (L.F. George, 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, L.F. George, Inc. 401(K) Savings Plan is a benefit plan reported by L.F. George, Inc. under EIN 39-1055004 and plan number 002. The latest loaded filing year is 2023. The filing reports 126 participants and $12,447,333 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$12.4MPlan net assets, end of year$12,447,333
Participants126Covered participants reported
Assets / participant$98.8KComputed: assets ÷ participants$98,788 (computed)
Provider compensation$49.2K3 Schedule C provider row(s)$49,226
- Plan sponsor
- L.F. George, Inc.
- EIN
- 39-1055004
- Plan number
- 002
- Plan type
- 2
- Location
- Waukesha, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 126 | H, C | 20240829112005NAL0007573027001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$12.4M total assets
Net assets$12.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $12,447,333
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,447,333
- Net assets (BOY)
- $10,582,295
Income & contributions
- Employer contributions
- $200,996
- Participant contributions
- $751,787
- Total contributions
- $1,001,670
- Total income / additions
- $2,530,183
Expenses & distributions
- Benefits paid
- $615,919
- Administrative expenses
- $49,226
- Total expenses
- $665,145
- Net increase / (decrease)
- $1,865,038
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Spectrum Investment Advisors Inc | INVESTMENT ADVISOR | $47,852 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,374 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for L.F. George, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Waukesha, WI
- Spectrum Investment Advisors Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation