Litehouse, Inc. Employees' 401(K) Profit Sharing Plan — Form 5500 plan (Litehouse, 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, Litehouse, Inc. Employees' 401(K) Profit Sharing Plan is a benefit plan reported by Litehouse, Inc. under EIN 82-0348387 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,385 participants and $45,888,879 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Litehouse, Inc.
- EIN
- 82-0348387
- Plan number
- 001
- Plan type
- 2
- Location
- Sandpoint, ID
- Latest filing year
- 2023
- Participants
- 1,385
- End-of-year plan assets
- $45,888,879
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,385 | H, C | 20240916125949NAL0001520209001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,888,879
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,888,879
- Net assets (BOY)
- $38,612,261
Income & contributions
- Employer contributions
- $705
- Participant contributions
- $4,880,481
- Total contributions
- $6,483,441
- Total income / additions
- $12,683,597
Expenses & distributions
- Benefits paid
- $5,171,677
- Administrative expenses
- $230,913
- Total expenses
- $5,406,979
- Net increase / (decrease)
- $7,276,618
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $230,913 | $0 | 2023 |
| Principal Securities Inc | OTHER SERVICES | $0 | $65,921 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Litehouse, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in ID
- 401(k) and benefit plan filings in Sandpoint, ID
- Principal Life Insurance Company — Schedule C compensation
- Principal Securities Inc — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation