Limco-Piedmont, Inc. 401(K) Retirement Plan — Form 5500 plan (Limco-Piedmont, 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, Limco-Piedmont, Inc. 401(K) Retirement Plan is a benefit plan reported by Limco-Piedmont, Inc. under EIN 73-1160278 and plan number 001. The latest loaded filing year is 2023. The filing reports 431 participants and $11,270,916 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Limco-Piedmont, Inc.
- EIN
- 73-1160278
- Plan number
- 001
- Plan type
- 2
- Location
- Tulsa, OK
- Latest filing year
- 2023
- Participants
- 431
- End-of-year plan assets
- $11,270,916
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 431 | H, C | 20240306101059NAL0016890419001 |
| 2023 | 435 | H, C | 20241015160622NAL0029048097001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,390,001
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,390,001
- Net assets (BOY)
- $10,453,439
Income & contributions
- Employer contributions
- $668,899
- Participant contributions
- $1,071,703
- Total contributions
- $2,230,806
- Total income / additions
- $3,597,242
Expenses & distributions
- Benefits paid
- $1,602,424
- Administrative expenses
- $58,256
- Total expenses
- $1,660,680
- Net increase / (decrease)
- $1,936,562
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $58,256 | $0 | 2023 |
| Leumi Investment Services Inc | INVESTMENT ADVISORY | $0 | $24,322 | 2023 |
| Morningstar Investment Mgmt | INV ADVISOR PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Limco-Piedmont, Inc.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Tulsa, OK
- Principal Life Insurance Company — Schedule C compensation
- Leumi Investment Services Inc — Schedule C compensation
- Morningstar Investment Mgmt — Schedule C compensation