Plan5500

Logicsource Inc 401(K) Psp & Trust — Form 5500 plan (Logicsource, 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, Logicsource Inc 401(K) Psp & Trust is a benefit plan reported by Logicsource, Inc. under EIN 27-0630752 and plan number 001. The latest loaded filing year is 2023. The filing reports 444 participants and $21,137,830 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Logicsource, Inc.
EIN
27-0630752
Plan number
001
Plan type
2
Location
Norwalk, CT
Latest filing year
2023
Participants
444
End-of-year plan assets
$21,137,830

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023444H, C20240920135012NAL0004478099001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,137,830
Total liabilities (EOY)
$0
Net assets (EOY)
$21,137,830
Net assets (BOY)
$14,884,746

Income & contributions

Employer contributions
$1,424,852
Participant contributions
$2,982,889
Total contributions
$5,817,973
Total income / additions
$8,998,115

Expenses & distributions

Benefits paid
$2,660,059
Administrative expenses
$84,972
Total expenses
$2,745,031
Net increase / (decrease)
$6,253,084

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mjp Wealth AdvisorsNONE$42,558not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$42,414$02023

Related Form 5500 pages