Lusa Associates/Ultima Services 401(K) Plan — Form 5500 plan (Lusa Associates 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, Lusa Associates/Ultima Services 401(K) Plan is a benefit plan reported by Lusa Associates Inc. under EIN 52-2304111 and plan number 001. The latest loaded filing year is 2023. The filing reports 166 participants and $2,011,808 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lusa Associates Inc.
- EIN
- 52-2304111
- Plan number
- 001
- Plan type
- 2
- Location
- Greeneville, TN
- Latest filing year
- 2023
- Participants
- 166
- End-of-year plan assets
- $2,011,808
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 166 | H, C | 20241118155032NAL0001082563001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,011,808
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,011,808
- Net assets (BOY)
- $1,818,168
Income & contributions
- Employer contributions
- $27,727
- Participant contributions
- $56,638
- Total contributions
- $84,365
- Total income / additions
- $442,845
Expenses & distributions
- Benefits paid
- $207,812
- Administrative expenses
- $41,393
- Total expenses
- $249,205
- Net increase / (decrease)
- $193,640
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $16,296 | $967 | 2023 |
| Erickson Demel & Associates, Pllc | NONE | $15,500 | not reported in the loaded dataset | 2023 |
| Cambridge Investment Research, Inc. | NONE | $9,597 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lusa Associates Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Greeneville, TN
- Stancorp Financial Group — Schedule C compensation
- Erickson Demel & Associates, Pllc — Schedule C compensation
- Cambridge Investment Research, Inc. — Schedule C compensation