Lofted Products LLC 401(K) Plan — Form 5500 plan (Lofted Products 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, Lofted Products LLC 401(K) Plan is a benefit plan reported by Lofted Products LLC under EIN 83-4421801 and plan number 003. The latest loaded filing year is 2023. The filing reports 137 participants and $3,534,110 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lofted Products LLC
- EIN
- 83-4421801
- Plan number
- 003
- Plan type
- 2
- Location
- Michigan City, IN
- Latest filing year
- 2023
- Participants
- 137
- End-of-year plan assets
- $3,534,110
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 137 | H, C | 20240905095039NAL0011741107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,534,110
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,534,110
- Net assets (BOY)
- $2,816,409
Income & contributions
- Employer contributions
- $151,423
- Participant contributions
- $239,322
- Total contributions
- $495,887
- Total income / additions
- $933,113
Expenses & distributions
- Benefits paid
- $193,803
- Administrative expenses
- $21,609
- Total expenses
- $215,412
- Net increase / (decrease)
- $717,701
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $21,609 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $6,046 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lofted Products LLC
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Michigan City, IN
- Principal Life Insurance Company — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation