2023 Form 5500 filing — Logistics Plus 401(K) Profit Sharing 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 20241014121107NAL0026115297001) for Logistics Plus 401(K) Profit Sharing Plan, reported by Logistics Plus under EIN 16-1570188 and plan number 001. It reports 532 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)$14.3MReported net assets$14,285,362

Participants532

Provider compensation$39.2K2 Schedule C row(s)$39,223

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014121107NAL0026115297001
Plan sponsor: Logistics Plus
EIN: 16-1570188
Plan number: 001
Location: Erie, PA
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)$14.3M total assets

Net assets$14.3MLiabilities—

Money in vs. money out

Total income / additions$5.5M

Total expenses$1.1M

Benefits paid / distributions$973.1K

Contributions

Employer$1.1M

Participant$2M

Full reported line items

Total assets (EOY): $14,285,362
Net assets (EOY): $14,285,362
Employer contributions: $1,053,752
Participant contributions: $2,027,305
Total income / additions: $5,472,740
Benefits paid: $973,073
Administrative expenses: $101,602
Total expenses: $1,074,675
Net increase / (decrease): $4,398,065

Schedule C

Reported service provider compensation

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

1
Merrill Lynch Life Agency, Inc.$36K
INVESTMENT ADVISOR · Direct $36K
2
John Hancock Life Insurance Company$3.2K
RECORDKEEPER · Direct $3.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014121107NAL0026115297001 cover?: It is the 2023 Form 5500 filing for Logistics Plus 401(K) Profit Sharing Plan, reported by Logistics Plus (EIN 16-1570188).
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).