Ltk 401(K) Plan — Form 5500 plan (Rewardstyle, Inc. D/B/A Ltk)
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, Ltk 401(K) Plan is a benefit plan reported by Rewardstyle, Inc. D/B/A Ltk under EIN 47-3668234 and plan number 001. The latest loaded filing year is 2023. The filing reports 588 participants and $23,653,867 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rewardstyle, Inc. D/B/A Ltk
- EIN
- 47-3668234
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 588
- End-of-year plan assets
- $23,653,867
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 588 | H, C | 20241006223845NAL0026176512001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,653,867
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,653,867
- Net assets (BOY)
- $12,656,274
Income & contributions
- Employer contributions
- $2,402,654
- Participant contributions
- $4,777,218
- Total contributions
- $9,151,517
- Total income / additions
- $12,355,823
Expenses & distributions
- Benefits paid
- $1,313,470
- Administrative expenses
- $44,760
- Total expenses
- $1,358,230
- Net increase / (decrease)
- $10,997,593
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $23,982 | $0 | 2023 |
| Plexus Financial Services LLC | ADVISOR | $11,250 | not reported in the loaded dataset | 2023 |
| Burnham Benefits Insurance Services | BROKER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rewardstyle, Inc. D/B/A Ltk
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Fidelity Investments Institutional — Schedule C compensation
- Plexus Financial Services LLC — Schedule C compensation
- Burnham Benefits Insurance Services — Schedule C compensation