2023 Form 5500 filing — Luvata Appleton LLC Investment 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 20241010174809NAL0021549297001) for Luvata Appleton LLC Investment Plan, reported by Luvata Appleton, LLC under EIN 39-1714255 and plan number 004. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010174809NAL0021549297001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Luvata Appleton, LLC
- EIN
- 39-1714255
- Plan number
- 004
- Location
- Kimberly, WI
- Participants
- 225
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,109,846
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,109,846
- Employer contributions
- $662,934
- Participant contributions
- $1,593,215
- Total income / additions
- $6,970,753
- Benefits paid
- $1,851,573
- Administrative expenses
- $50,741
- Total expenses
- $1,902,314
- Net increase / (decrease)
- $5,068,439
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $28,473 | $0 |