Lidworks 401(K) Savings Plan — Form 5500 plan (Lidworks, Co.)

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, Lidworks 401(K) Savings Plan is a benefit plan reported by Lidworks, Co. under EIN 59-2529324 and plan number 001. The latest loaded filing year is 2023. The filing reports 166 participants and $5,816,257 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lidworks, Co.
EIN
59-2529324
Plan number
001
Plan type
2
Location
Plant City, FL
Latest filing year
2023
Participants
166
End-of-year plan assets
$5,816,257

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023166H, C20240923154628NAL0011571985001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,816,257
Total liabilities (EOY)
$0
Net assets (EOY)
$5,816,257
Net assets (BOY)
$4,808,125

Income & contributions

Employer contributions
$163,775
Participant contributions
$351,988
Total contributions
$522,933
Total income / additions
$1,310,720

Expenses & distributions

Benefits paid
$255,863
Administrative expenses
$36,893
Total expenses
$302,588
Net increase / (decrease)
$1,008,132

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Minnesota Life Insurance CompanyNONE$18,517$02023
Resource Investment AdvisorsNONE$18,376not reported in the loaded dataset2023

Related Form 5500 pages