Ltc Accounting Services LLC 401(K) Plan & Trust — Form 5500 plan (Ltc Accounting Services 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, Ltc Accounting Services LLC 401(K) Plan & Trust is a benefit plan reported by Ltc Accounting Services LLC under EIN 84-3946747 and plan number 001. The latest loaded filing year is 2023. The filing reports 343 participants and $4,406,529 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ltc Accounting Services LLC
- EIN
- 84-3946747
- Plan number
- 001
- Plan type
- 3
- Location
- Urbandale, IA
- Latest filing year
- 2023
- Participants
- 343
- End-of-year plan assets
- $4,406,529
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 343 | H, C | 20241011124229NAL0021876273001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,406,529
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,406,529
- Net assets (BOY)
- $8,083,118
Income & contributions
- Employer contributions
- $178,252
- Participant contributions
- $819,427
- Total contributions
- $1,140,545
- Total income / additions
- $2,089,386
Expenses & distributions
- Benefits paid
- $446,626
- Administrative expenses
- $57,088
- Total expenses
- $503,714
- Net increase / (decrease)
- $1,585,672
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $48,851 | $0 | 2023 |
| Murray Financial Group, LLC | INVESTMENT ADVISORY | $0 | $25,085 | 2023 |
| Ascensus | CONTRACT ADMINISTRATOR | $8,236 | $2,887 | 2023 |