2023 Form 5500 filing — Ldi Mechanical, Inc. 401(K) Retirement 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 20240826122427NAL0005463027001) for Ldi Mechanical, Inc. 401(K) Retirement Savings Plan, reported by Ldi Mechanical, Inc. under EIN 74-2946953 and plan number 002. It reports 692 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)$6.5MReported net assets$6,469,842
Participants692
Provider compensation$37.9K3 Schedule C row(s)$37,877
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240826122427NAL0005463027001
Plan sponsor
Ldi Mechanical, Inc.
EIN
74-2946953
Plan number
002
Location
Corona, CA
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)$6.5M total assets
Net assets$6.5MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$320.6K
Benefits paid / distributions$255.9K
Contributions
Employer$182.1K
Participant$510.7K
Full reported line items
Total assets (EOY)
$6,469,842
Total liabilities (EOY)
$0
Net assets (EOY)
$6,469,842
Employer contributions
$182,056
Participant contributions
$510,678
Total income / additions
$1,634,317
Benefits paid
$255,878
Administrative expenses
$37,877
Total expenses
$320,558
Net increase / (decrease)
$1,313,759
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $26.8K
  2. 2
    RECORDKEEPER · Direct $11K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $94

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240826122427NAL0005463027001 cover?
It is the 2023 Form 5500 filing for Ldi Mechanical, Inc. 401(K) Retirement Savings Plan, reported by Ldi Mechanical, Inc. (EIN 74-2946953).
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