Loeks Theatres, Inc. 401(K) Plan — Form 5500 plan (Loeks Theatres, 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, Loeks Theatres, Inc. 401(K) Plan is a benefit plan reported by Loeks Theatres, Inc. under EIN 38-1559568 and plan number 001. The latest loaded filing year is 2023. The filing reports 264 participants and $11,299,863 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Loeks Theatres, Inc.
- EIN
- 38-1559568
- Plan number
- 001
- Plan type
- 2
- Location
- Grand Rapids, MI
- Latest filing year
- 2023
- Participants
- 264
- End-of-year plan assets
- $11,299,863
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 264 | H, C | 20240916175934NAL0001831777001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,299,863
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,299,863
- Net assets (BOY)
- $10,113,376
Income & contributions
- Employer contributions
- $48,686
- Participant contributions
- $415,435
- Total contributions
- $464,121
- Total income / additions
- $2,166,979
Expenses & distributions
- Benefits paid
- $931,203
- Administrative expenses
- $49,289
- Total expenses
- $980,492
- Net increase / (decrease)
- $1,186,487
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $49,315 | $0 | 2023 |
| Sigma Financial Corporation | OTHER SERVCIES | $0 | $9,198 | 2023 |
| The Oldenburg Company, Inc. | OTHER SERVICES | $0 | $2,300 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Loeks Theatres, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Grand Rapids, MI
- Principal Life Insurance Company — Schedule C compensation
- Sigma Financial Corporation — Schedule C compensation
- The Oldenburg Company, Inc. — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation