2023 Form 5500 filing — Lab Logistics, LLC 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 20250320154253NAL0010076816001) for Lab Logistics, LLC 401(K) Retirement Plan, reported by Lab Logistics, LLC under EIN 45-4288522 and plan number 001. It reports 1,100 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250320154253NAL0010076816001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lab Logistics, LLC
- EIN
- 45-4288522
- Plan number
- 001
- Location
- West Haven, CT
- Participants
- 1,100
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,075,614
- Net assets (EOY)
- $18,075,614
- Employer contributions
- $739,909
- Participant contributions
- $1,653,068
- Total income / additions
- $5,453,176
- Benefits paid
- $4,337,971
- Administrative expenses
- $72,010
- Total expenses
- $4,493,311
- Net increase / (decrease)
- $959,865
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $58,607 | $0 |
| Janney Montgomery Scott LLC | INVESTMENT ADVISORY | $0 | $40,000 |
| Wells Thomas, LLC | CONTRACT ADMINISTRATOR | $13,456 | $7,202 |