2023 Form 5500 filing — Lozier Corporation 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 20240827133205NAL0006112035001) for Lozier Corporation 401(K) Savings Plan, reported by Lozier Corporation under EIN 47-0463247 and plan number 006. It reports 2,379 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)$182.3MReported net assets$182,313,676
Participants2.4K2,379
Provider compensation$39.1K1 Schedule C row(s)$39,082
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240827133205NAL0006112035001
- Plan sponsor
- Lozier Corporation
- EIN
- 47-0463247
- Plan number
- 006
- Location
- Omaha, NE
- Received date
- not reported in the loaded dataset
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)$182.3M total assets
Net assets$182.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $182,313,676
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $182,313,676
- Employer contributions
- $3,353,891
- Participant contributions
- $5,919,358
- Total income / additions
- $33,169,927
- Benefits paid
- $18,980,918
- Administrative expenses
- $40,757
- Total expenses
- $19,094,139
- Net increase / (decrease)
- $14,075,788
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $39,082 | $0 |