2023 Form 5500 filing — List Industries, Inc. 401(K) 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 20250219114759NAL0004235169001) for List Industries, Inc. 401(K) Retirement Plan, reported by List Industries, Inc. under EIN 36-2391343 and plan number 002. It reports 520 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250219114759NAL0004235169001
Filing year
2023
Form type
2
Plan sponsor
List Industries, Inc.
EIN
36-2391343
Plan number
002
Location
Deerfield Beach, FL
Participants
520
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$15,180,350
Total liabilities (EOY)
$0
Net assets (EOY)
$15,180,350
Employer contributions
$660,548
Participant contributions
$1,072,726
Total income / additions
$3,752,942
Benefits paid
$531,728
Administrative expenses
$65,222
Total expenses
$596,950
Net increase / (decrease)
$3,155,992
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Slavic Integrated AdministrationTPA$48,355not reported in the loaded dataset
Slavic Mutual Fund Management CorpINVESTMENT MANAGEMENT$16,867not reported in the loaded dataset

Related Form 5500 pages