Lube-Tech Services, LLC 401(K) Plan — Form 5500 plan (Lube-Tech Services, 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, Lube-Tech Services, LLC 401(K) Plan is a benefit plan reported by Lube-Tech Services, LLC under EIN 83-0782202 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,004 participants and $58,813,268 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lube-Tech Services, LLC
EIN
83-0782202
Plan number
004
Plan type
2
Location
Golden Valley, MN
Latest filing year
2023
Participants
1,004
End-of-year plan assets
$58,813,268

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,004H, C20241014112054NAL0026027761001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$58,813,268
Total liabilities (EOY)
$0
Net assets (EOY)
$58,813,268
Net assets (BOY)
$49,773,683

Income & contributions

Employer contributions
$1,932,219
Participant contributions
$5,399,120
Total contributions
$7,729,083
Total income / additions
$14,443,833

Expenses & distributions

Benefits paid
$5,283,189
Administrative expenses
$121,059
Total expenses
$5,404,248
Net increase / (decrease)
$9,039,585

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American Trust CompanyCONTRACT ADMIN$81,656$02023
Mma SecuritiesINVESTMENT ADVISOR$52,733not reported in the loaded dataset2023
The Lampo Group LLC Dba SmartdollarFINANCIAL EDUCATION$9,201not reported in the loaded dataset2023

Related Form 5500 pages