2023 Form 5500 filing — Frank G. Love Envelopes Employee 401(K) Profit Sharing 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 20240926131431NAL0000813617001) for Frank G. Love Envelopes Employee 401(K) Profit Sharing Plan, reported by Frank G. Love Envelopes, Inc. under EIN 75-0996352 and plan number 001. It reports 156 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)$5.7MReported net assets$5,717,499
Participants156
Provider compensation$31.9K2 Schedule C row(s)$31,877
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240926131431NAL0000813617001
Plan sponsor
Frank G. Love Envelopes, Inc.
EIN
75-0996352
Plan number
001
Location
Tulsa, OK
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)$5.7M total assets
Net assets$5.7MLiabilities
Money in vs. money out
Total income / additions$1.3M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$33.3K
Participant$339.4K
Full reported line items
Total assets (EOY)
$5,717,499
Net assets (EOY)
$5,717,499
Employer contributions
$33,328
Participant contributions
$339,438
Total income / additions
$1,300,684
Benefits paid
$1,634,064
Administrative expenses
$32,727
Total expenses
$1,666,791
Net increase / (decrease)
-$366,107
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $18.4K · Indirect $0
  2. 2
    REGISTERED INVESTMENT ADV · Direct $13.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240926131431NAL0000813617001 cover?
It is the 2023 Form 5500 filing for Frank G. Love Envelopes Employee 401(K) Profit Sharing Plan, reported by Frank G. Love Envelopes, Inc. (EIN 75-0996352).
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