Logistec Usa Inc. 401(K) Retirement Plan — Form 5500 plan (Logistec Usa 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, Logistec Usa Inc. 401(K) Retirement Plan is a benefit plan reported by Logistec Usa Inc. under EIN 62-1333756 and plan number 001. The latest loaded filing year is 2023. The filing reports 216 participants and $20,097,820 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Logistec Usa Inc.
- EIN
- 62-1333756
- Plan number
- 001
- Plan type
- 2
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 216
- End-of-year plan assets
- $20,097,820
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 216 | H, C | 20240827061140NAL0010548529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,097,820
- Net assets (EOY)
- $20,097,820
- Net assets (BOY)
- $10,929,166
Income & contributions
- Employer contributions
- $518,697
- Participant contributions
- $822,048
- Total contributions
- $1,383,750
- Total income / additions
- $3,871,438
Expenses & distributions
- Benefits paid
- $1,444,550
- Administrative expenses
- $53,805
- Total expenses
- $1,498,355
- Net increase / (decrease)
- $2,373,083
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investment | INVESTMENT ADVISOR | $28,875 | $0 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $10,478 | $0 | 2023 |
| The Pension Service Inc | CONTRACT ADMINISTRATOR | $9,456 | $0 | 2023 |