2023 Form 5500 filing — Logic Information Systems 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 20240823052203NAL0006104641001) for Logic Information Systems 401(K) Plan, reported by Logic Information Systems under EIN 41-1892770 and plan number 002. 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)$11MReported net assets$10,966,923
Participants173
Provider compensation$27.6K3 Schedule C row(s)$27,558
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240823052203NAL0006104641001
Plan sponsor
Logic Information Systems
EIN
41-1892770
Plan number
002
Location
Bloomington, MN
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)$11M total assets
Net assets$11MLiabilities$0
Money in vs. money out
Total income / additions$3.4M
Total expenses$1M
Benefits paid / distributions$946K
Contributions
Employer$326.3K
Participant$1.4M
Full reported line items
Total assets (EOY)
$10,966,923
Total liabilities (EOY)
$0
Net assets (EOY)
$10,966,923
Employer contributions
$326,254
Participant contributions
$1,364,064
Total income / additions
$3,421,037
Benefits paid
$946,015
Administrative expenses
$27,558
Total expenses
$1,012,290
Net increase / (decrease)
$2,408,747
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $18K · Indirect $0
  2. 2
    INVESTMENT/FINANCIAL ADVI · Direct $9.6K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240823052203NAL0006104641001 cover?
It is the 2023 Form 5500 filing for Logic Information Systems 401(K) Plan, reported by Logic Information Systems (EIN 41-1892770).
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