2023 Form 5500 filing — Sociedad Textil Lonia Corp 401 (K) Profit Sharing Plan And Trust
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 20241011144049NAL0011030803001) for Sociedad Textil Lonia Corp 401 (K) Profit Sharing Plan And Trust, reported by Sociedad Textil Lonia Corp under EIN 30-0081333 and plan number 001. It reports 221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011144049NAL0011030803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sociedad Textil Lonia Corp
- EIN
- 30-0081333
- Plan number
- 001
- Location
- New York, NY
- Participants
- 221
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $751,487
- Total liabilities (EOY)
- $13,090
- Net assets (EOY)
- $738,397
- Participant contributions
- $202,831
- Total income / additions
- $323,248
- Benefits paid
- $177,471
- Administrative expenses
- $12,911
- Total expenses
- $190,382
- Net increase / (decrease)
- $132,866
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance | RECORDKEEPER | $5,561 | $0 |
| Clifton Larson Allen Wealth Advisor | INVESTMENT ADVISOR | $4,664 | not reported in the loaded dataset |
| Map Retirement Usa LLC | CONTRACT ADMIN | $2,000 | not reported in the loaded dataset |
| Leafhouse Financial Advisors, LLC | OTHER | $314 | not reported in the loaded dataset |