2023 Form 5500 filing — Ltk 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 20241006223845NAL0026176512001) for Ltk 401(K) Plan, reported by Rewardstyle, Inc. D/B/A Ltk under EIN 47-3668234 and plan number 001. It reports 588 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241006223845NAL0026176512001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rewardstyle, Inc. D/B/A Ltk
- EIN
- 47-3668234
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 588
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,653,867
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,653,867
- Employer contributions
- $2,402,654
- Participant contributions
- $4,777,218
- Total income / additions
- $12,355,823
- Benefits paid
- $1,313,470
- Administrative expenses
- $44,760
- Total expenses
- $1,358,230
- Net increase / (decrease)
- $10,997,593
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $23,982 | $0 |
| Plexus Financial Services LLC | ADVISOR | $11,250 | not reported in the loaded dataset |
| Burnham Benefits Insurance Services | BROKER | not reported in the loaded dataset | not reported in the loaded dataset |