2023 Form 5500 filing — Employee Pension Plan Of The Ludwig Group, Inc.

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 20241011162810NAL0012755587001) for Employee Pension Plan Of The Ludwig Group, Inc., reported by The Ludwig Group Inc under EIN 13-2808920 and plan number 001. It reports 120 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)$24.8MReported net assets$24,773,968
Participants120
Provider compensationNone reported2 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011162810NAL0012755587001
Plan sponsor
The Ludwig Group Inc
EIN
13-2808920
Plan number
001
Location
New York, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$24.8M total assets
Net assets$24.8MLiabilities
Money in vs. money out
Total income / additions$2.9M
Total expenses$1.8M
Benefits paid / distributions$1.8M
Full reported line items
Total assets (EOY)
$24,773,968
Net assets (EOY)
$24,773,968
Total income / additions
$2,870,078
Benefits paid
$1,765,094
Administrative expenses
$34
Total expenses
$1,765,128
Net increase / (decrease)
$1,104,950
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Direct $0 · Indirect $0
  2. 2
    Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011162810NAL0012755587001 cover?
It is the 2023 Form 5500 filing for Employee Pension Plan Of The Ludwig Group, Inc., reported by The Ludwig Group Inc (EIN 13-2808920).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages