The Logistics Company, Inc. Employee 401(K) Savings Plan — Form 5500 plan (The Logistics Company, 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, The Logistics Company, Inc. Employee 401(K) Savings Plan is a benefit plan reported by The Logistics Company, Inc. under EIN 56-1974245 and plan number 001. The latest loaded filing year is 2023. The filing reports 808 participants and $10,680,507 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Logistics Company, Inc.
EIN
56-1974245
Plan number
001
Plan type
2
Location
Fayetteville, NC
Latest filing year
2023
Participants
808
End-of-year plan assets
$10,680,507

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023808H, C20241003094751NAL0016787456001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,680,507
Total liabilities (EOY)
$0
Net assets (EOY)
$10,680,507
Net assets (BOY)
$12,626,916

Income & contributions

Employer contributions
$1,259,549
Participant contributions
$446,950
Total contributions
$1,766,255
Total income / additions
$3,412,721

Expenses & distributions

Benefits paid
$5,210,328
Administrative expenses
$105,664
Total expenses
$5,359,130
Net increase / (decrease)
-$1,946,409

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$62,918$02023
First Citizens Bank And Trust Co.INVESTMENT ADVISOR$29,992not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$12,754not reported in the loaded dataset2023

Related Form 5500 pages