Luvata Waterbury 401(K) Retirement Savings Plan — Form 5500 plan (Luvata Waterbury, 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, Luvata Waterbury 401(K) Retirement Savings Plan is a benefit plan reported by Luvata Waterbury, Inc. under EIN 16-1611733 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $10,952,565 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$10.9MPlan net assets, end of year$10,928,354
Participants158Covered participants reported
Assets / participant$69.3KComputed: assets ÷ participants$69,320 (computed)
Provider compensation$23.6K2 Schedule C provider row(s)$23,596
- Plan sponsor
- Luvata Waterbury, Inc.
- EIN
- 16-1611733
- Plan number
- 001
- Plan type
- 2
- Location
- Waterbury, CT
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20241011112540NAL0044119394001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$11M total assets
Net assets$10.9MLiabilities$24.2K
Full reported line items
Net assets
- Total assets (EOY)
- $10,952,565
- Total liabilities (EOY)
- $24,211
- Net assets (EOY)
- $10,928,354
- Net assets (BOY)
- $9,226,251
Income & contributions
- Employer contributions
- $310,934
- Participant contributions
- $483,611
- Total contributions
- $822,468
- Total income / additions
- $2,188,148
Expenses & distributions
- Benefits paid
- $1,196,091
- Administrative expenses
- $19,846
- Total expenses
- $1,215,937
- Net increase / (decrease)
- $972,211
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
39%61%
Employer 39%Participant 61%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income55%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mayflower Financial Advisors LLC | INVESTMENT ADVISOR | $18,824 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $4,772 | $0 | 2023 |