2023 Form 5500 filing — Lomont Molding, LLC 401(K) Savings 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 20240729115334NAL0012475891001) for Lomont Molding, LLC 401(K) Savings Plan, reported by Lomont Molding, LLC under EIN 47-1306587 and plan number 001. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729115334NAL0012475891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lomont Molding, LLC
- EIN
- 47-1306587
- Plan number
- 001
- Location
- Mt. Pleasant, IA
- Participants
- 194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,628,431
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,628,431
- Employer contributions
- $156,370
- Participant contributions
- $310,373
- Total income / additions
- $1,239,044
- Benefits paid
- $308,254
- Administrative expenses
- $30,396
- Total expenses
- $338,650
- Net increase / (decrease)
- $900,394
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Beacon Capital, LLC | INVESTMENT ADVISORY PLAN | $17,131 | not reported in the loaded dataset |
| Transamerica Life Insurance Company | RECORDKEEPER | $5,476 | $0 |
| Qualified Plan Consultants | TPA | $1,844 | $0 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY PLAN | $1,003 | not reported in the loaded dataset |
| Superiorusa Corporation | TPA | $713 | $0 |