Loop Capital Markets, LLC 401(K) Plan & Trust — Form 5500 plan (Loop Capital Markets, LLC)

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, Loop Capital Markets, LLC 401(K) Plan & Trust is a benefit plan reported by Loop Capital Markets, LLC under EIN 36-4164012 and plan number 001. The latest loaded filing year is 2023. The filing reports 350 participants and $42,380,160 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Loop Capital Markets, LLC
EIN
36-4164012
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
350
End-of-year plan assets
$42,380,160

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023350H, C20241015104417NAL0014423747001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$42,380,160
Total liabilities (EOY)
$0
Net assets (EOY)
$42,380,160
Net assets (BOY)
$33,536,681

Income & contributions

Employer contributions
$1,204,036
Participant contributions
$3,927,302
Total contributions
$6,945,484
Total income / additions
$13,139,095

Expenses & distributions

Benefits paid
$4,195,979
Administrative expenses
$99,311
Total expenses
$4,295,616
Net increase / (decrease)
$8,843,479

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$96,767$02023
Mesirow Financial, Inc.SERVICE PROVIDER$0$45,4792023

Related Form 5500 pages