2023 Form 5500 filing — Lipsey Logistics Worldwide 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240710053220NAL0009331315001) for Lipsey Logistics Worldwide 401(K) Plan, reported by Composite Analysis Group, Inc. D under EIN 72-1148282 and plan number 001. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.5MReported net assets$1,478,569
Participants158
Provider compensation$21.9K1 Schedule C row(s)$21,864
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240710053220NAL0009331315001
Plan sponsor
Composite Analysis Group, Inc. D
EIN
72-1148282
Plan number
001
Location
Chattanooga, TN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.5M total assets
Net assets$1.5MLiabilities$0
Money in vs. money out
Total income / additions$498.3K
Total expenses$283.6K
Benefits paid / distributions$259.1K
Contributions
Employer$54.8K
Participant$234.9K
Full reported line items
Total assets (EOY)
$1,478,569
Total liabilities (EOY)
$0
Net assets (EOY)
$1,478,569
Employer contributions
$54,820
Participant contributions
$234,925
Total income / additions
$498,325
Benefits paid
$259,107
Administrative expenses
$21,865
Total expenses
$283,592
Net increase / (decrease)
$214,733
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Adp, Inc.$21.9K
    RECORD KEEPER · Direct $21.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240710053220NAL0009331315001 cover?
It is the 2023 Form 5500 filing for Lipsey Logistics Worldwide 401(K) Plan, reported by Composite Analysis Group, Inc. D (EIN 72-1148282).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages