Lowry Solutions, Inc. 401(K) Psp — Form 5500 plan (Lowry Solutions, 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, Lowry Solutions, Inc. 401(K) Psp is a benefit plan reported by Lowry Solutions, Inc. under EIN 38-3179137 and plan number 002. The latest loaded filing year is 2023. The filing reports 113 participants and $11,919,439 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lowry Solutions, Inc.
EIN
38-3179137
Plan number
002
Plan type
2
Location
Brighton, MI
Latest filing year
2023
Participants
113
End-of-year plan assets
$11,919,439

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023113H, C20240823130954NAL0003665059001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,919,439
Total liabilities (EOY)
$0
Net assets (EOY)
$11,919,439
Net assets (BOY)
$10,201,465

Income & contributions

Employer contributions
$97,749
Participant contributions
$719,294
Total contributions
$865,450
Total income / additions
$2,878,296

Expenses & distributions

Benefits paid
$1,125,797
Administrative expenses
$34,525
Total expenses
$1,160,322
Net increase / (decrease)
$1,717,974

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services, IncNONE$21,083not reported in the loaded dataset2023
Ascensus LLCNONE$13,442$4492023

Related Form 5500 pages