Luvata Ohio, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Luvata Ohio, Inc. (EIN 31-4358696) is a plan sponsor located in Delaware, OH with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
31-4358696
Location
Delaware, OH
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$28,041,449
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$28,041,449

Contributions & income

Employer contributions
$180,500
Participant contributions
$482,853
Total income / additions
$4,780,661

Expenses & distributions

Benefits paid / distributions
$796,952
Total expenses
$818,530
Net increase / (decrease)
$3,962,131

Coverage

Total reported participants
399
Plans with financial statements
2
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Luvata Ohio, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Luvata Ohio, Inc. 401(K) Plan002125$15,361,1772023
Luvata Ohio, Inc. Retirement Plan001130$12,680,2722023
Luvata Ohio, Inc. Group Insurance Plan501144not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Luvata Ohio, Inc.
YearPlanParticipantsSchedulesFiling
2023Luvata Ohio, Inc. Group Insurance Plan14420240607073528NAL0023278769001
2023Luvata Ohio, Inc. 401(K) Plan125H, C20241009133633NAL0032896944001
2023Luvata Ohio, Inc. Retirement Plan130H20241015082252NAL0029006161001

Related Form 5500 pages