Plan5500

Loomis 401(K) Pre-Tax Savings Plan — Form 5500 plan (Loomis Armored Us, LLC)

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, Loomis 401(K) Pre-Tax Savings Plan is a benefit plan reported by Loomis Armored Us, LLC under EIN 75-0117200 and plan number 002. The latest loaded filing year is 2023. The filing reports 15,214 participants and $232,583,705 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$232.6MPlan net assets, end of year$232,583,705
Participants15.2KCovered participants reported15,214
Assets / participant$15.3KComputed: assets ÷ participants$15,287 (computed)
Provider compensation$768K3 Schedule C provider row(s)$767,960
Plan sponsor
Loomis Armored Us, LLC
EIN
75-0117200
Plan number
002
Plan type
2
Location
Houston, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    15,214 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$232.6M total assets
Net assets$232.6MLiabilities$0
Money in vs. money out
Total income / additions$63.6M
Total expenses$26.2M
Benefits paid / distributions$25.4M
Contributions
Employer$6.1M
Participant$27.6M
Full reported line items

Net assets

Total assets (EOY)
$232,583,705
Total liabilities (EOY)
$0
Net assets (EOY)
$232,583,705
Net assets (BOY)
$195,170,634

Income & contributions

Employer contributions
$6,099,271
Participant contributions
$27,649,779
Total contributions
$34,522,143
Total income / additions
$63,634,646

Expenses & distributions

Benefits paid
$25,447,915
Administrative expenses
$767,984
Total expenses
$26,221,575
Net increase / (decrease)
$37,413,071
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 18%Participant 82%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income40%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Merrill Lynch, Pierce, Fenner And S$504.6K
    RECORDKEEPER · Direct $504.6K · Indirect $0
  2. 2
    Mercer Investments LLC$242.3K
    CONSULTANT · Direct $242.3K
  3. 3
    Doerenmayhew Cpas & Advisors$21.1K
    ACCOUNTANT · Direct $21.1K

What to inspect next

Frequently asked questions

Who sponsors the Loomis 401(K) Pre-Tax Savings Plan?
Loomis 401(K) Pre-Tax Savings Plan is reported as sponsored by Loomis Armored Us, LLC (EIN 75-0117200, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Loomis 401(K) Pre-Tax Savings Plan?
The latest Form 5500 filing year loaded for Loomis 401(K) Pre-Tax Savings Plan is 2023.
How many participants does Loomis 401(K) Pre-Tax Savings Plan report?
Loomis 401(K) Pre-Tax Savings Plan reports 15,214 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Loomis 401(K) Pre-Tax Savings Plan?
Loomis 401(K) Pre-Tax Savings Plan reports $232,583,705 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages