T. A. Loving Company 401(K) Retirement Plan — Form 5500 plan (T. A. Loving 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, T. A. Loving Company 401(K) Retirement Plan is a benefit plan reported by T. A. Loving Company under EIN 56-0304141 and plan number 001. The latest loaded filing year is 2023. The filing reports 536 participants and $25,589,235 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- T. A. Loving Company
- EIN
- 56-0304141
- Plan number
- 001
- Plan type
- 2
- Location
- Goldsboro, NC
- Latest filing year
- 2023
- Participants
- 536
- End-of-year plan assets
- $25,589,235
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 536 | H, C | 20250303162726NAL0009029616001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,589,235
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,589,235
- Net assets (BOY)
- $21,137,502
Income & contributions
- Employer contributions
- $608,065
- Participant contributions
- $1,373,055
- Total contributions
- $2,733,458
- Total income / additions
- $5,980,426
Expenses & distributions
- Benefits paid
- $1,463,560
- Administrative expenses
- $65,133
- Total expenses
- $1,528,693
- Net increase / (decrease)
- $4,451,733
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stanley Benefit Services Inc | NONE | $34,031 | not reported in the loaded dataset | 2023 |
| Fund Direct Advisors | NONE | $31,102 | $0 | 2023 |