2023 Form 5500 filing — Lutgert Companies Retirement 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 20241028094232NAL0002053363001) for Lutgert Companies Retirement Plan, reported by The Scottsdale Company under EIN 36-2495903 and plan number 002. It reports 303 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241028094232NAL0002053363001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Scottsdale Company
- EIN
- 36-2495903
- Plan number
- 002
- Location
- Naples, FL
- Participants
- 303
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,463,800
- Net assets (EOY)
- $22,463,800
- Employer contributions
- $407,495
- Participant contributions
- $1,336,231
- Total income / additions
- $5,014,919
- Benefits paid
- $1,354,545
- Administrative expenses
- $38,700
- Total expenses
- $1,393,245
- Net increase / (decrease)
- $3,621,674
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $38,700 | $0 |