Ligon Industries 401(K) Retirement Plan — Form 5500 plan (Ligon Industries)
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, Ligon Industries 401(K) Retirement Plan is a benefit plan reported by Ligon Industries under EIN 63-1221609 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,641 participants and $58,765,548 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ligon Industries
- EIN
- 63-1221609
- Plan number
- 001
- Plan type
- 2
- Location
- Hampton, IA
- Latest filing year
- 2023
- Participants
- 1,641
- End-of-year plan assets
- $58,765,548
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,641 | H, C | 20241010143729NAL0020348465001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $58,765,548
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,765,548
- Net assets (BOY)
- $52,658,299
Income & contributions
- Employer contributions
- $1,292,933
- Participant contributions
- $3,339,748
- Total contributions
- $4,873,852
- Total income / additions
- $13,478,373
Expenses & distributions
- Benefits paid
- $7,063,861
- Administrative expenses
- $312,954
- Total expenses
- $7,439,659
- Net increase / (decrease)
- $6,038,714
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $280,971 | $0 | 2023 |
| Nbc Securities Inc | OTHER SERVICES | $0 | $91,328 | 2023 |
| Pearce Bevill Leesburg | ACCOUNTANT | $32,000 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ligon Industries
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Hampton, IA
- Principal Life Insurance Company — Schedule C compensation
- Nbc Securities Inc — Schedule C compensation
- Pearce Bevill Leesburg — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation