Land O'Frost 401(K) Retirement Savings Plan — Form 5500 plan (Land O'Frost, 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, Land O'Frost 401(K) Retirement Savings Plan is a benefit plan reported by Land O'Frost, Inc. under EIN 36-2265880 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,249 participants and $45,373,956 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Land O'Frost, Inc.
EIN
36-2265880
Plan number
005
Plan type
2
Location
Lansing, IL
Latest filing year
2023
Participants
1,249
End-of-year plan assets
$45,373,956

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,249H, C20241001120041NAL0006688417001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,373,956
Total liabilities (EOY)
$0
Net assets (EOY)
$45,373,956
Net assets (BOY)
$33,741,928

Income & contributions

Employer contributions
$1,138,160
Participant contributions
$3,318,654
Total contributions
$4,638,930
Total income / additions
$10,387,285

Expenses & distributions

Benefits paid
$4,774,066
Administrative expenses
$135,557
Total expenses
$4,912,599
Net increase / (decrease)
$5,474,686

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$76,641$02023
Forest Captial Management, LLCCONSULTANT$58,916not reported in the loaded dataset2023

Related Form 5500 pages