Lti Technology Solutions Employee Stock Ownership Plan — Form 5500 plan (Lti Technology Solutions)

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, Lti Technology Solutions Employee Stock Ownership Plan is a benefit plan reported by Lti Technology Solutions under EIN 47-0722756 and plan number 002. The latest loaded filing year is 2023. The filing reports 136 participants and $8,297,358 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.3MPlan net assets, end of year$8,290,223
Participants136Covered participants reported
Assets / participant$61KComputed: assets ÷ participants$61,010 (computed)
Provider compensation$36.3K3 Schedule C provider row(s)$36,292
Plan sponsor
Lti Technology Solutions
EIN
47-0722756
Plan number
002
Plan type
2
Location
Omaha, NE
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023136H, C20240916114911NAL0001422497001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$8.3M total assets
Net assets$8.3MLiabilities$7.1K
Money in vs. money out
Total income / additions$1.4M
Total expenses$378.3K
Benefits paid / distributions$340.7K
Contributions
Employer$300K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$8,297,358
Total liabilities (EOY)
$7,135
Net assets (EOY)
$8,290,223
Net assets (BOY)
$7,227,649

Income & contributions

Employer contributions
$300,000
Total contributions
$300,000
Total income / additions
$1,440,903

Expenses & distributions

Benefits paid
$340,686
Administrative expenses
$37,643
Total expenses
$378,329
Net increase / (decrease)
$1,062,574
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income24%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
PrincipalINVESTMENT MANAGEMENT$15,392not reported in the loaded dataset2023
Bland & AssociatesACCOUNTANT$11,550not reported in the loaded dataset2023
Stern Brothers Valuation AdvisorsACTUARY$9,350not reported in the loaded dataset2023

Related Form 5500 pages