Littleton Coin Company, Inc. Employee Retirement Plan — Form 5500 plan (Littleton Coin Company, Inc.)
Plain-English plan 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, Littleton Coin Company, Inc. Employee Retirement Plan is a benefit plan reported by Littleton Coin Company, Inc. under EIN 02-0276438 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $28,077,279 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Littleton Coin Company, Inc.
- EIN
- 02-0276438
- Plan number
- 001
- Plan type
- 2
- Location
- Littleton, NH
- Latest filing year
- 2023
- Participants
- 276
- End-of-year plan assets
- $28,077,279
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 276 | H, C | 20240722123525NAL0016281408001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,077,279
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,077,279
- Net assets (BOY)
- $26,406,837
Income & contributions
- Employer contributions
- $541,498
- Participant contributions
- $764,822
- Total contributions
- $1,319,715
- Total income / additions
- $5,280,843
Expenses & distributions
- Benefits paid
- $3,531,151
- Administrative expenses
- $79,250
- Total expenses
- $3,610,401
- Net increase / (decrease)
- $1,670,442
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $79,693 | $0 | 2023 |
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISORY | $0 | $42,328 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Littleton Coin Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Littleton, NH
- Principal Life Insurance Company — Schedule C compensation
- Lpl Financial LLC - Rpcp — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation