2023 Form 5500 filing — Liturgical Publications, Inc. Employee Incentive 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 20240822165959NAL0002681187001) for Liturgical Publications, Inc. Employee Incentive Savings Plan, reported by Liturgical Publications, Inc. under EIN 39-1160869 and plan number 001. It reports 503 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240822165959NAL0002681187001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Liturgical Publications, Inc.
- EIN
- 39-1160869
- Plan number
- 001
- Location
- New Berlin, WI
- Participants
- 503
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,403,299
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,403,299
- Employer contributions
- $844,554
- Participant contributions
- $2,786,701
- Total income / additions
- $9,371,655
- Benefits paid
- $5,859,374
- Administrative expenses
- $130,286
- Total expenses
- $5,989,660
- Net increase / (decrease)
- $3,381,995
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Spectrum Investment Advisors Inc | OTHER | $62,583 | not reported in the loaded dataset |
| Oneamerica Retirement Services, LLC | NONE | $55,342 | not reported in the loaded dataset |
| Sva | OTHER | $12,000 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |