2023 Form 5500 filing — Lochmueller Group, Inc. 401(K) 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 20241015130546NAL0014685731001) for Lochmueller Group, Inc. 401(K) Savings Plan, reported by Lochmueller Group, Inc. under EIN 35-1455938 and plan number 001. It reports 341 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015130546NAL0014685731001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lochmueller Group, Inc.
- EIN
- 35-1455938
- Plan number
- 001
- Location
- Evansville, IN
- Participants
- 341
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,882,094
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,882,094
- Employer contributions
- $1,387,460
- Participant contributions
- $2,891,650
- Total income / additions
- $11,613,887
- Benefits paid
- $3,124,279
- Administrative expenses
- $112,105
- Total expenses
- $3,239,519
- Net increase / (decrease)
- $8,374,368
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services | NONE | $74,105 | not reported in the loaded dataset |
| German American Financial & Trust | INVESTMENT ADVISOR | $38,000 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |