Loffler Companies, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Loffler Companies, 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, Loffler Companies, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Loffler Companies, Inc. under EIN 41-1564863 and plan number 001. The latest loaded filing year is 2023. The filing reports 739 participants and $56,354,700 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Loffler Companies, Inc.
EIN
41-1564863
Plan number
001
Plan type
2
Location
St. Louis Park, MN
Latest filing year
2023
Participants
739
End-of-year plan assets
$56,354,700

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023739H, C20241015163846NAL0029133713001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$56,354,700
Total liabilities (EOY)
$0
Net assets (EOY)
$56,354,700
Net assets (BOY)
$45,695,447

Income & contributions

Employer contributions
$1,010,961
Participant contributions
$3,184,435
Total contributions
$4,331,657
Total income / additions
$12,931,271

Expenses & distributions

Benefits paid
$2,233,553
Administrative expenses
$38,465
Total expenses
$2,272,018
Net increase / (decrease)
$10,659,253

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Minnesota Life Insurance CompanyNONE$38,465$02023

Related Form 5500 pages