Jim Lupient Companies Employees Savings Plan — Form 5500 plan (Jim Lupient Company)
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, Jim Lupient Companies Employees Savings Plan is a benefit plan reported by Jim Lupient Company under EIN 41-0960016 and plan number 001. The latest loaded filing year is 2023. The filing reports 304 participants and $17,321,008 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jim Lupient Company
- EIN
- 41-0960016
- Plan number
- 001
- Plan type
- 1
- Location
- Golden Valley, MN
- Latest filing year
- 2023
- Participants
- 304
- End-of-year plan assets
- $17,321,008
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 304 | H, C | 20241008060345NAL0029202192001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,321,008
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,321,008
- Net assets (BOY)
- $14,614,040
Income & contributions
- Participant contributions
- $1,574,674
- Total contributions
- $1,695,086
- Total income / additions
- $4,531,883
Expenses & distributions
- Benefits paid
- $1,764,596
- Administrative expenses
- $57,730
- Total expenses
- $1,824,915
- Net increase / (decrease)
- $2,706,968
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| 401k Advisors Inc | INVESTMENT/FINANCIAL ADVI | $24,288 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $18,444 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |