2023 Form 5500 filing — Lift-All Company, Inc. Profit Sharing 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 20240717092743NAL0008289730001) for Lift-All Company, Inc. Profit Sharing Plan, reported by Lift-All Company Inc under EIN 23-1649025 and plan number 002. It reports 288 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240717092743NAL0008289730001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lift-All Company Inc
- EIN
- 23-1649025
- Plan number
- 002
- Location
- Landisville, PA
- Participants
- 288
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,643,255
- Total liabilities (EOY)
- $11,474
- Net assets (EOY)
- $25,631,781
- Employer contributions
- $366,403
- Participant contributions
- $786,469
- Total income / additions
- $4,895,146
- Benefits paid
- $3,401,372
- Administrative expenses
- $3,390
- Total expenses
- $3,404,762
- Net increase / (decrease)
- $1,490,384
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $3,390 | $0 |
| Fidelity | NONE | $0 | $0 |
| Dimensional Funds | NONE | $0 | $0 |
| Prudential Jennison | NONE | $0 | $0 |
| Pimco Funds | NONE | $0 | $0 |
| Columbia Funds | NONE | $0 | $0 |
| Dodge & Cox | NONE | $0 | $0 |
| Wells Fargo Funds Trust | NONE | $0 | $0 |
| Baron Funds | NONE | $0 | $0 |