Liturgical Publications, Inc. Employee Incentive Savings Plan — Form 5500 plan (Liturgical Publications, 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, Liturgical Publications, Inc. Employee Incentive Savings Plan is a benefit plan reported by Liturgical Publications, Inc. under EIN 39-1160869 and plan number 001. The latest loaded filing year is 2023. The filing reports 503 participants and $37,403,299 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Liturgical Publications, Inc.
- EIN
- 39-1160869
- Plan number
- 001
- Plan type
- 2
- Location
- New Berlin, WI
- Latest filing year
- 2023
- Participants
- 503
- End-of-year plan assets
- $37,403,299
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 503 | H, C | 20240822165959NAL0002681187001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,403,299
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,403,299
- Net assets (BOY)
- $34,021,304
Income & contributions
- Employer contributions
- $844,554
- Participant contributions
- $2,786,701
- Total contributions
- $3,931,213
- Total income / additions
- $9,371,655
Expenses & distributions
- Benefits paid
- $5,859,374
- Administrative expenses
- $130,286
- Total expenses
- $5,989,660
- Net increase / (decrease)
- $3,381,995
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Spectrum Investment Advisors Inc | OTHER | $62,583 | not reported in the loaded dataset | 2023 |
| Oneamerica Retirement Services, LLC | NONE | $55,342 | not reported in the loaded dataset | 2023 |
| Sva | OTHER | $12,000 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Liturgical Publications, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in New Berlin, WI
- Spectrum Investment Advisors Inc — Schedule C compensation
- Oneamerica Retirement Services, LLC — Schedule C compensation
- Sva — Schedule C compensation
- Matrix Trust Company — Schedule C compensation