Plan5500

Luvata Appleton LLC Investment Plan — Form 5500 plan (Luvata Appleton, LLC)

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, Luvata Appleton LLC Investment Plan is a benefit plan reported by Luvata Appleton, LLC under EIN 39-1714255 and plan number 004. The latest loaded filing year is 2023. The filing reports 225 participants and $34,109,846 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Luvata Appleton, LLC
EIN
39-1714255
Plan number
004
Plan type
2
Location
Kimberly, WI
Latest filing year
2023
Participants
225
End-of-year plan assets
$34,109,846

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023225H, C20241010174809NAL0021549297001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,109,846
Total liabilities (EOY)
$0
Net assets (EOY)
$34,109,846
Net assets (BOY)
$29,041,407

Income & contributions

Employer contributions
$662,934
Participant contributions
$1,593,215
Total contributions
$2,393,015
Total income / additions
$6,970,753

Expenses & distributions

Benefits paid
$1,851,573
Administrative expenses
$50,741
Total expenses
$1,902,314
Net increase / (decrease)
$5,068,439

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$28,473$02023

Related Form 5500 pages