2023 Form 5500 filing — Lean Techniques Inc 401k 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 20240711110518NAL0032743202001) for Lean Techniques Inc 401k Plan, reported by Lean Techniques, Inc. under EIN 38-3836804 and plan number 001. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240711110518NAL0032743202001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lean Techniques, Inc.
- EIN
- 38-3836804
- Plan number
- 001
- Location
- Johnston, IA
- Participants
- 131
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,302,070
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,302,070
- Employer contributions
- $405,735
- Participant contributions
- $1,237,700
- Total income / additions
- $3,310,927
- Benefits paid
- $495,055
- Administrative expenses
- $27,896
- Total expenses
- $522,951
- Net increase / (decrease)
- $2,787,976
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D Jones & Company | INVESTMENT ADVISORY | $15,677 | not reported in the loaded dataset |
| Transamerica Life Insurance Company | RECORDKEEPER | $7,696 | $0 |
| The Finway Group | RECORDKEEPR | $3,190 | $0 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY | $1,334 | not reported in the loaded dataset |