2023 Form 5500 filing — Littleton Coin Company, Inc. Employee Retirement 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 20240722123525NAL0016281408001) for Littleton Coin Company, Inc. Employee Retirement Plan, reported by Littleton Coin Company, Inc. under EIN 02-0276438 and plan number 001. It reports 276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240722123525NAL0016281408001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Littleton Coin Company, Inc.
- EIN
- 02-0276438
- Plan number
- 001
- Location
- Littleton, NH
- Participants
- 276
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,077,279
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,077,279
- Employer contributions
- $541,498
- Participant contributions
- $764,822
- Total income / additions
- $5,280,843
- Benefits paid
- $3,531,151
- Administrative expenses
- $79,250
- Total expenses
- $3,610,401
- Net increase / (decrease)
- $1,670,442
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $79,693 | $0 |
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISORY | $0 | $42,328 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |