The Loomis Company 401(K) Profit Sharing Plan — Form 5500 plan (The Loomis Company)
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, The Loomis Company 401(K) Profit Sharing Plan is a benefit plan reported by The Loomis Company under EIN 23-2238132 and plan number 001. The latest loaded filing year is 2023. The filing reports 553 participants and $18,916,128 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Loomis Company
- EIN
- 23-2238132
- Plan number
- 001
- Plan type
- 2
- Location
- Wyomissing, PA
- Latest filing year
- 2023
- Participants
- 553
- End-of-year plan assets
- $18,916,128
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 553 | H, C | 20241010134101NAL0010037443001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,916,128
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,916,128
- Net assets (BOY)
- $17,035,506
Income & contributions
- Employer contributions
- $144,528
- Participant contributions
- $1,029,194
- Total contributions
- $1,187,038
- Total income / additions
- $3,673,741
Expenses & distributions
- Benefits paid
- $1,721,655
- Administrative expenses
- $37,876
- Total expenses
- $1,793,119
- Net increase / (decrease)
- $1,880,622
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pnc Institutional Asset Management | ADVISOR | $11,118 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORD KEEPER | $9,243 | $0 | 2023 |