Lollicup Usa Retirement Plan — Form 5500 plan (Lollicup Usa, 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, Lollicup Usa Retirement Plan is a benefit plan reported by Lollicup Usa, Inc. under EIN 95-4781960 and plan number 001. The latest loaded filing year is 2023. The filing reports 522 participants and $7,081,594 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lollicup Usa, Inc.
EIN
95-4781960
Plan number
001
Plan type
2
Location
Chino, CA
Latest filing year
2023
Participants
522
End-of-year plan assets
$7,081,594

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023522H, C20241015140806NAL0014798963001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,081,594
Net assets (EOY)
$7,081,594
Net assets (BOY)
$5,239,220

Income & contributions

Employer contributions
$365,367
Participant contributions
$718,331
Total contributions
$1,119,350
Total income / additions
$2,190,525

Expenses & distributions

Benefits paid
$281,722
Administrative expenses
$66,429
Total expenses
$348,151
Net increase / (decrease)
$1,842,374

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynchnot reported in the loaded dataset$33,190not reported in the loaded dataset2023
John Hancock Usanot reported in the loaded dataset$436not reported in the loaded dataset2023

Related Form 5500 pages