Lad Logistics, Inc. 401(K) Plan — Form 5500 plan (Lad Logistics, 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, Lad Logistics, Inc. 401(K) Plan is a benefit plan reported by Lad Logistics, Inc. under EIN 58-2351191 and plan number 001. The latest loaded filing year is 2023. The filing reports 32 participants and $5,095,956 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lad Logistics, Inc.
- EIN
- 58-2351191
- Plan number
- 001
- Plan type
- 2
- Location
- Watkinsville, GA
- Latest filing year
- 2023
- Participants
- 32
- End-of-year plan assets
- $5,095,956
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 32 | I | 20240625094649NAL0015157490001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,095,956
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,095,956
- Net assets (BOY)
- $4,364,226
Income & contributions
- Employer contributions
- $79,678
- Participant contributions
- $211,763
- Total income / additions
- $950,636
Expenses & distributions
- Benefits paid
- $202,278
- Administrative expenses
- $16,628
- Total expenses
- $218,906
- Net increase / (decrease)
- $731,730
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.