2023 Form 5500 filing — L.F. George, Inc. 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 20240829112005NAL0007573027001) for L.F. George, Inc. 401(K) Savings Plan, reported by L.F. George, Inc. under EIN 39-1055004 and plan number 002. It reports 126 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)$12.4MReported net assets$12,447,333
Participants126
Provider compensation$49.2K3 Schedule C row(s)$49,226
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240829112005NAL0007573027001
- Plan sponsor
- L.F. George, Inc.
- EIN
- 39-1055004
- Plan number
- 002
- Location
- Waukesha, WI
- 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)$12.4M total assets
Net assets$12.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,447,333
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,447,333
- Employer contributions
- $200,996
- Participant contributions
- $751,787
- Total income / additions
- $2,530,183
- Benefits paid
- $615,919
- Administrative expenses
- $49,226
- Total expenses
- $665,145
- Net increase / (decrease)
- $1,865,038
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Spectrum Investment Advisors Inc | INVESTMENT ADVISOR | $47,852 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,374 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |