List Industries, Inc. 401(K) Retirement Plan — Form 5500 plan (List Industries, 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, List Industries, Inc. 401(K) Retirement Plan is a benefit plan reported by List Industries, Inc. under EIN 36-2391343 and plan number 002. The latest loaded filing year is 2023. The filing reports 520 participants and $15,180,350 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
List Industries, Inc.
EIN
36-2391343
Plan number
002
Plan type
2
Location
Deerfield Beach, FL
Latest filing year
2023
Participants
520
End-of-year plan assets
$15,180,350

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023520H, C20250219114759NAL0004235169001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,180,350
Total liabilities (EOY)
$0
Net assets (EOY)
$15,180,350
Net assets (BOY)
$12,024,358

Income & contributions

Employer contributions
$660,548
Participant contributions
$1,072,726
Total contributions
$1,733,274
Total income / additions
$3,752,942

Expenses & distributions

Benefits paid
$531,728
Administrative expenses
$65,222
Total expenses
$596,950
Net increase / (decrease)
$3,155,992

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Slavic Integrated AdministrationTPA$48,355not reported in the loaded dataset2023
Slavic Mutual Fund Management CorpINVESTMENT MANAGEMENT$16,867not reported in the loaded dataset2023

Related Form 5500 pages