Lippert Components, Inc. Employee Retirement Savings Plan — Form 5500 plan (Lippert Components, 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, Lippert Components, Inc. Employee Retirement Savings Plan is a benefit plan reported by Lippert Components, Inc. under EIN 25-1217067 and plan number 002. The latest loaded filing year is 2023. The filing reports 12,530 participants and $267,099,032 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lippert Components, Inc.
- EIN
- 25-1217067
- Plan number
- 002
- Plan type
- 2
- Location
- Elkhart, IN
- Latest filing year
- 2023
- Participants
- 12,530
- End-of-year plan assets
- $267,099,032
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,530 | H, C | 20240809093931NAL0003391107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $267,099,032
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $267,099,032
- Net assets (BOY)
- $221,419,904
Income & contributions
- Employer contributions
- $11,426,047
- Participant contributions
- $20,878,393
- Total contributions
- $34,894,164
- Total income / additions
- $72,944,401
Expenses & distributions
- Benefits paid
- $26,684,299
- Administrative expenses
- $577,757
- Total expenses
- $27,265,273
- Net increase / (decrease)
- $45,679,128
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $465,445 | $0 | 2023 |
| Wells Fargo Advisors | CONTRACT ADMINISTRATOR | $161,261 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lippert Components, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Elkhart, IN
- Principal Life Insurance Company — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation