Lavelle Industries, Inc. Profit Sharing And 401(K) Savings Plan — Form 5500 plan (Lavelle 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, Lavelle Industries, Inc. Profit Sharing And 401(K) Savings Plan is a benefit plan reported by Lavelle Industries, Inc. under EIN 36-3566803 and plan number 001. The latest loaded filing year is 2023. The filing reports 554 participants and $41,099,879 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lavelle Industries, Inc.
EIN
36-3566803
Plan number
001
Plan type
2
Location
Burlington, WI
Latest filing year
2023
Participants
554
End-of-year plan assets
$41,099,879

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023554H, C20240916104731NAL0001374241001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$41,099,879
Total liabilities (EOY)
$0
Net assets (EOY)
$41,099,879
Net assets (BOY)
$35,012,639

Income & contributions

Employer contributions
$1,396,157
Participant contributions
$1,726,727
Total contributions
$3,221,222
Total income / additions
$8,865,982

Expenses & distributions

Benefits paid
$2,674,928
Administrative expenses
$93,601
Total expenses
$2,778,742
Net increase / (decrease)
$6,087,240

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$77,110$02023
Andco Consulting,LLCINVESTMENT ADVISORY$16,500not reported in the loaded dataset2023

Related Form 5500 pages