Lulu Press & Elizabeth Bradley Design 401k Plan — Form 5500 plan (Lulu Press, 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, Lulu Press & Elizabeth Bradley Design 401k Plan is a benefit plan reported by Lulu Press, Inc. under EIN 94-3419924 and plan number 001. The latest loaded filing year is 2023. The filing reports 181 participants and $8,777,150 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lulu Press, Inc.
EIN
94-3419924
Plan number
001
Plan type
2
Location
Durham, NC
Latest filing year
2023
Participants
181
End-of-year plan assets
$8,777,150

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023181H, C20241008130247NAL0017587009001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,777,150
Total liabilities (EOY)
$0
Net assets (EOY)
$8,777,150
Net assets (BOY)
$6,852,915

Income & contributions

Employer contributions
$327,833
Participant contributions
$668,746
Total contributions
$996,579
Total income / additions
$2,370,601

Expenses & distributions

Benefits paid
$399,215
Administrative expenses
$44,846
Total expenses
$446,366
Net increase / (decrease)
$1,924,235

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Management Trust CompanyPLAN ADMINISTRATOR$44,846$02023

Related Form 5500 pages