2023 Form 5500 filing — Lutco, Inc. 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 20240723140607NAL0011409921001) for Lutco, Inc. 401(K) Plan, reported by Lutco, Inc. under EIN 04-2015830 and plan number 001. It reports 173 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)$11.2MReported net assets$11,197,710
Participants173
Provider compensation$31K2 Schedule C row(s)$30,970
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240723140607NAL0011409921001
Plan sponsor
Lutco, Inc.
EIN
04-2015830
Plan number
001
Location
Worcester, MA
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)$11.2M total assets
Net assets$11.2MLiabilities$11.4K
Money in vs. money out
Total income / additions$2.4M
Total expenses$813.5K
Benefits paid / distributions$761.4K
Contributions
Employer$74.4K
Participant$470.9K
Full reported line items
Total assets (EOY)
$11,209,150
Total liabilities (EOY)
$11,440
Net assets (EOY)
$11,197,710
Employer contributions
$74,380
Participant contributions
$470,937
Total income / additions
$2,371,148
Benefits paid
$761,421
Administrative expenses
$31,909
Total expenses
$813,492
Net increase / (decrease)
$1,557,656
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $24.9K
  2. 2
    RECORDKEEPER · Direct $6.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240723140607NAL0011409921001 cover?
It is the 2023 Form 5500 filing for Lutco, Inc. 401(K) Plan, reported by Lutco, Inc. (EIN 04-2015830).
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