Plan5500

Luvata Ohio, Inc. 401(K) Plan — Form 5500 plan (Luvata Ohio, 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, Luvata Ohio, Inc. 401(K) Plan is a benefit plan reported by Luvata Ohio, Inc. under EIN 31-4358696 and plan number 002. The latest loaded filing year is 2023. The filing reports 125 participants and $15,361,177 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Luvata Ohio, Inc.
EIN
31-4358696
Plan number
002
Plan type
2
Location
Delaware, OH
Latest filing year
2023
Participants
125
End-of-year plan assets
$15,361,177

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023125H, C20241009133633NAL0032896944001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,361,177
Total liabilities (EOY)
$0
Net assets (EOY)
$15,361,177
Net assets (BOY)
$12,838,024

Income & contributions

Employer contributions
$180,500
Participant contributions
$482,853
Total contributions
$823,614
Total income / additions
$3,303,675

Expenses & distributions

Benefits paid
$758,944
Administrative expenses
$21,578
Total expenses
$780,522
Net increase / (decrease)
$2,523,153

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$40,691$02023

Related Form 5500 pages