L & S Electric, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (L & S Electric, 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, L & S Electric, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by L & S Electric, Inc under EIN 39-1077534 and plan number 001. The latest loaded filing year is 2023. The filing reports 481 participants and $44,492,391 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- L & S Electric, Inc
- EIN
- 39-1077534
- Plan number
- 001
- Plan type
- 2
- Location
- Schofield, WI
- Latest filing year
- 2023
- Participants
- 481
- End-of-year plan assets
- $44,492,391
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 481 | H, C | 20241008132752NAL0033903154001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,492,391
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,492,391
- Net assets (BOY)
- $42,761,587
Income & contributions
- Employer contributions
- $568,893
- Participant contributions
- $2,240,627
- Total contributions
- $3,188,604
- Total income / additions
- $10,080,354
Expenses & distributions
- Benefits paid
- $8,217,307
- Administrative expenses
- $118,843
- Total expenses
- $8,349,550
- Net increase / (decrease)
- $1,730,804
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $118,843 | $0 | 2023 |
| Baird Insurance Services Inc | OTHER SERVICES | $0 | $39,987 | 2023 |
| Robert W. Baird & Co. Incorporated | OTHER SERVICES | $0 | $21,202 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for L & S Electric, Inc
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Schofield, WI
- Principal Life Insurance Company — Schedule C compensation
- Baird Insurance Services Inc — Schedule C compensation
- Robert W. Baird & Co. Incorporated — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation