Plan5500

Ludvik Electric Co. 401(K) Plan — Form 5500 plan (Ludvik Electric 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, Ludvik Electric Co. 401(K) Plan is a benefit plan reported by Ludvik Electric Co. under EIN 84-0811586 and plan number 001. The latest loaded filing year is 2023. The filing reports 728 participants and $22,747,720 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ludvik Electric Co.
EIN
84-0811586
Plan number
001
Plan type
2
Location
Lakewood, CO
Latest filing year
2023
Participants
728
End-of-year plan assets
$22,747,720

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023728H, C20241015175247NAL0029306929001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,747,720
Total liabilities (EOY)
$0
Net assets (EOY)
$22,747,720
Net assets (BOY)
$23,147,754

Income & contributions

Employer contributions
$580,264
Participant contributions
$1,122,130
Total contributions
$1,742,588
Total income / additions
$5,618,782

Expenses & distributions

Benefits paid
$5,872,176
Administrative expenses
$139,566
Total expenses
$6,018,816
Net increase / (decrease)
-$400,034

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$67,834$13,5072023
Cetera Advisor Networks LLCFINANCIAL ADVISOR$37,410not reported in the loaded dataset2023
Cbiz Benefits & Insurance ServicesTPA$22,695not reported in the loaded dataset2023
Iron Co FidINVESTMENT ADVISORY$11,631not reported in the loaded dataset2023

Related Form 5500 pages