2023 Form 5500 filing — Ludvik Electric Co. 401(K) 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 20241015175247NAL0029306929001) for Ludvik Electric Co. 401(K) Plan, reported by Ludvik Electric Co. under EIN 84-0811586 and plan number 001. It reports 728 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015175247NAL0029306929001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ludvik Electric Co.
- EIN
- 84-0811586
- Plan number
- 001
- Location
- Lakewood, CO
- Participants
- 728
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,747,720
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,747,720
- Employer contributions
- $580,264
- Participant contributions
- $1,122,130
- Total income / additions
- $5,618,782
- Benefits paid
- $5,872,176
- Administrative expenses
- $139,566
- Total expenses
- $6,018,816
- Net increase / (decrease)
- -$400,034
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $67,834 | $13,507 |
| Cetera Advisor Networks LLC | FINANCIAL ADVISOR | $37,410 | not reported in the loaded dataset |
| Cbiz Benefits & Insurance Services | TPA | $22,695 | not reported in the loaded dataset |
| Iron Co Fid | INVESTMENT ADVISORY | $11,631 | not reported in the loaded dataset |