Lomanco, Inc. 401(K) Employee Retirement Plan & Trust — Form 5500 plan (Lomanco, 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, Lomanco, Inc. 401(K) Employee Retirement Plan & Trust is a benefit plan reported by Lomanco, Inc. under EIN 41-0839410 and plan number 001. The latest loaded filing year is 2023. The filing reports 309 participants and $39,269,488 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lomanco, Inc.
- EIN
- 41-0839410
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonville, AR
- Latest filing year
- 2023
- Participants
- 309
- End-of-year plan assets
- $39,269,488
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 309 | H, C | 20240927113755NAL0001216099004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,269,488
- Total liabilities (EOY)
- $18,233
- Net assets (EOY)
- $39,251,255
- Net assets (BOY)
- $36,688,613
Income & contributions
- Employer contributions
- $1,241,783
- Participant contributions
- $1,474,314
- Total contributions
- $2,734,746
- Total income / additions
- $5,662,657
Expenses & distributions
- Benefits paid
- $2,972,601
- Administrative expenses
- $109,181
- Total expenses
- $3,100,015
- Net increase / (decrease)
- $2,562,642
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $75,419 | $0 | 2023 |
| Ftb Advisors, Inc. | INVESTMENT ADVISOR | $33,760 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $93 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lomanco, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AR
- 401(k) and benefit plan filings in Jacksonville, AR
- Transamerica Retirement Solutions — Schedule C compensation
- Ftb Advisors, Inc. — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation