2023 Form 5500 filing — Lift Solutions Holdings, LLC 401(K) Profit Sharing
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 20241014101748NAL0044123920001) for Lift Solutions Holdings, LLC 401(K) Profit Sharing, reported by Lift Solutions Holdings, LLC under EIN 87-2348206 and plan number 002. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014101748NAL0044123920001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lift Solutions Holdings, LLC
- EIN
- 87-2348206
- Plan number
- 002
- Location
- Neenah, WI
- Participants
- 135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,312,881
- Total liabilities (EOY)
- $178,719
- Net assets (EOY)
- $8,134,162
- Employer contributions
- $579,538
- Participant contributions
- $1,600,324
- Total income / additions
- $3,472,680
- Benefits paid
- $1,870,322
- Administrative expenses
- $64,204
- Total expenses
- $1,934,526
- Net increase / (decrease)
- $1,538,154
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Financial, Na | RECORDKEEPER | $49,204 | $0 |
| Greerwalker Llp | AUDITOR | $15,000 | not reported in the loaded dataset |