Lift-All Company, Inc. Profit Sharing Plan — Form 5500 plan (Lift-All 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, Lift-All Company, Inc. Profit Sharing Plan is a benefit plan reported by Lift-All Company Inc under EIN 23-1649025 and plan number 002. The latest loaded filing year is 2023. The filing reports 288 participants and $25,643,255 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lift-All Company Inc
- EIN
- 23-1649025
- Plan number
- 002
- Plan type
- 2
- Location
- Landisville, PA
- Latest filing year
- 2023
- Participants
- 288
- End-of-year plan assets
- $25,643,255
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 288 | H, C | 20240717092743NAL0008289730001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,643,255
- Total liabilities (EOY)
- $11,474
- Net assets (EOY)
- $25,631,781
- Net assets (BOY)
- $24,141,397
Income & contributions
- Employer contributions
- $366,403
- Participant contributions
- $786,469
- Total contributions
- $1,168,131
- Total income / additions
- $4,895,146
Expenses & distributions
- Benefits paid
- $3,401,372
- Administrative expenses
- $3,390
- Total expenses
- $3,404,762
- Net increase / (decrease)
- $1,490,384
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $3,390 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| Dimensional Funds | NONE | $0 | $0 | 2023 |
| Prudential Jennison | NONE | $0 | $0 | 2023 |
| Pimco Funds | NONE | $0 | $0 | 2023 |
| Columbia Funds | NONE | $0 | $0 | 2023 |
| Dodge & Cox | NONE | $0 | $0 | 2023 |
| Wells Fargo Funds Trust | NONE | $0 | $0 | 2023 |
| Baron Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lift-All Company Inc
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Landisville, PA
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Fidelity — Schedule C compensation
- Dimensional Funds — Schedule C compensation
- Prudential Jennison — Schedule C compensation
- Pimco Funds — Schedule C compensation
- Columbia Funds — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Wells Fargo Funds Trust — Schedule C compensation
- Baron Funds — Schedule C compensation