Luth Research, LLC 401(K) Retirement Plan — Form 5500 plan (Luth Research, LLC)
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, Luth Research, LLC 401(K) Retirement Plan is a benefit plan reported by Luth Research, LLC under EIN 20-3425013 and plan number 001. The latest loaded filing year is 2023. The filing reports 168 participants and $1,702,628 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$1.7MPlan net assets, end of year$1,702,628
Participants168Covered participants reported
Assets / participant$10.1KComputed: assets ÷ participants$10,135 (computed)
Provider compensation$10K1 Schedule C provider row(s)$10,000
- Plan sponsor
- Luth Research, LLC
- EIN
- 20-3425013
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 168 | H, C | 20240726171745NAL0009211187001 |
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)$1.7M total assets
Net assets$1.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $1,702,628
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,702,628
- Net assets (BOY)
- $1,443,410
Income & contributions
- Participant contributions
- $223,455
- Total contributions
- $223,455
- Total income / additions
- $472,889
Expenses & distributions
- Benefits paid
- $181,177
- Administrative expenses
- $28,626
- Total expenses
- $213,671
- Net increase / (decrease)
- $259,218
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.
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income38%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mariner Retirement Advisors LLC | INVESTMENT ADVISORY | $0 | $10,000 | 2023 |