2023 Form 5500 filing — Locus Management 401(K)
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 20241010092506NAL0009853171001) for Locus Management 401(K), reported by Locus Management under EIN 38-4038952 and plan number 001. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010092506NAL0009853171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Locus Management
- EIN
- 38-4038952
- Plan number
- 001
- Location
- Solon, OH
- Participants
- 158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,998,917
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,998,917
- Employer contributions
- $377,636
- Participant contributions
- $848,157
- Total income / additions
- $2,104,649
- Benefits paid
- $756,836
- Administrative expenses
- $17,919
- Total expenses
- $774,755
- Net increase / (decrease)
- $1,329,894
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| 401k Advisors Inc | INVESTMENT/FINANCIAL ADVI | $14,898 | $0 |
| Adp, Inc. | RECORD KEEPER | $3,020 | $0 |