Ludlum Measurements, Inc. 401(K) Plan — Form 5500 plan (Ludlum Measurements, 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, Ludlum Measurements, Inc. 401(K) Plan is a benefit plan reported by Ludlum Measurements, Inc. under EIN 75-1085764 and plan number 001. The latest loaded filing year is 2023. The filing reports 380 participants and $21,785,639 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ludlum Measurements, Inc.
- EIN
- 75-1085764
- Plan number
- 001
- Plan type
- 2
- Location
- Sweetwater, TX
- Latest filing year
- 2023
- Participants
- 380
- End-of-year plan assets
- $21,785,639
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 380 | H, C | 20241011125430NAL0022781777001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,785,639
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,785,639
- Net assets (BOY)
- $14,846,855
Income & contributions
- Employer contributions
- $357,446
- Participant contributions
- $1,417,010
- Total contributions
- $4,964,709
- Total income / additions
- $7,956,957
Expenses & distributions
- Benefits paid
- $914,560
- Administrative expenses
- $87,568
- Total expenses
- $1,018,173
- Net increase / (decrease)
- $6,938,784
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Advisors LLC | INVESTMENT ADVISOR | $81,237 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $17,309 | not reported in the loaded dataset | 2023 |
| Benefit Investment Group Inc | CONTRACT ADMIN | $3,111 | $8,195 | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $9,027 | not reported in the loaded dataset | 2023 |
| Trg Administrative Services | CONTRACT ADMIN | $2,575 | not reported in the loaded dataset | 2023 |
| Loren D Stark Company Inc | CONTRACT ADMIN | $0 | $1,806 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ludlum Measurements, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Sweetwater, TX
- Mutual Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Benefit Investment Group Inc — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Trg Administrative Services — Schedule C compensation
- Loren D Stark Company Inc — Schedule C compensation