Lab Logistics, LLC 401(K) Retirement Plan — Form 5500 plan (Lab Logistics, 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, Lab Logistics, LLC 401(K) Retirement Plan is a benefit plan reported by Lab Logistics, LLC under EIN 45-4288522 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,100 participants and $18,075,614 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lab Logistics, LLC
EIN
45-4288522
Plan number
001
Plan type
2
Location
West Haven, CT
Latest filing year
2023
Participants
1,100
End-of-year plan assets
$18,075,614

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,100H, C20250320154253NAL0010076816001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,075,614
Net assets (EOY)
$18,075,614
Net assets (BOY)
$17,115,749

Income & contributions

Employer contributions
$739,909
Participant contributions
$1,653,068
Total contributions
$2,840,003
Total income / additions
$5,453,176

Expenses & distributions

Benefits paid
$4,337,971
Administrative expenses
$72,010
Total expenses
$4,493,311
Net increase / (decrease)
$959,865

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$58,607$02023
Janney Montgomery Scott LLCINVESTMENT ADVISORY$0$40,0002023
Wells Thomas, LLCCONTRACT ADMINISTRATOR$13,456$7,2022023

Related Form 5500 pages