Lomont Molding, LLC 401(K) Savings Plan — Form 5500 plan (Lomont Molding, 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, Lomont Molding, LLC 401(K) Savings Plan is a benefit plan reported by Lomont Molding, LLC under EIN 47-1306587 and plan number 001. The latest loaded filing year is 2023. The filing reports 194 participants and $5,628,431 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lomont Molding, LLC
EIN
47-1306587
Plan number
001
Plan type
2
Location
Mt. Pleasant, IA
Latest filing year
2023
Participants
194
End-of-year plan assets
$5,628,431

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023194H, C20240729115334NAL0012475891001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,628,431
Total liabilities (EOY)
$0
Net assets (EOY)
$5,628,431
Net assets (BOY)
$4,728,037

Income & contributions

Employer contributions
$156,370
Participant contributions
$310,373
Total contributions
$466,743
Total income / additions
$1,239,044

Expenses & distributions

Benefits paid
$308,254
Administrative expenses
$30,396
Total expenses
$338,650
Net increase / (decrease)
$900,394

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Beacon Capital, LLCINVESTMENT ADVISORY PLAN$17,131not reported in the loaded dataset2023
Transamerica Life Insurance CompanyRECORDKEEPER$5,476$02023
Qualified Plan ConsultantsTPA$1,844$02023
Mesirow Financial, Inc.INVESTMENT ADVISORY PLAN$1,003not reported in the loaded dataset2023
Superiorusa CorporationTPA$713$02023

Related Form 5500 pages