2023 Form 5500 filing — Luvata Waterbury 401(K) Retirement 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 20241011112540NAL0044119394001) for Luvata Waterbury 401(K) Retirement Savings Plan, reported by Luvata Waterbury, Inc. under EIN 16-1611733 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).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$10.9MReported net assets$10,928,354
Participants158
Provider compensation$23.6K2 Schedule C row(s)$23,596
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011112540NAL0044119394001
- Plan sponsor
- Luvata Waterbury, Inc.
- EIN
- 16-1611733
- Plan number
- 001
- Location
- Waterbury, CT
- 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)$11M total assets
Net assets$10.9MLiabilities$24.2K
Full reported line items
- Total assets (EOY)
- $10,952,565
- Total liabilities (EOY)
- $24,211
- Net assets (EOY)
- $10,928,354
- Employer contributions
- $310,934
- Participant contributions
- $483,611
- Total income / additions
- $2,188,148
- Benefits paid
- $1,196,091
- Administrative expenses
- $19,846
- Total expenses
- $1,215,937
- Net increase / (decrease)
- $972,211
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mayflower Financial Advisors LLC | INVESTMENT ADVISOR | $18,824 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $4,772 | $0 |