Lift Solutions Holdings, LLC 401(K) Profit Sharing — Form 5500 plan (Lift Solutions Holdings, 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, Lift Solutions Holdings, LLC 401(K) Profit Sharing is a benefit plan reported by Lift Solutions Holdings, LLC under EIN 87-2348206 and plan number 002. The latest loaded filing year is 2023. The filing reports 135 participants and $8,312,881 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lift Solutions Holdings, LLC
EIN
87-2348206
Plan number
002
Plan type
2
Location
Neenah, WI
Latest filing year
2023
Participants
135
End-of-year plan assets
$8,312,881

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023135H, C20241014101748NAL0044123920001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,312,881
Total liabilities (EOY)
$178,719
Net assets (EOY)
$8,134,162
Net assets (BOY)
$2,937,705

Income & contributions

Employer contributions
$579,538
Participant contributions
$1,600,324
Total contributions
$2,391,162
Total income / additions
$3,472,680

Expenses & distributions

Benefits paid
$1,870,322
Administrative expenses
$64,204
Total expenses
$1,934,526
Net increase / (decrease)
$1,538,154

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial, NaRECORDKEEPER$49,204$02023
Greerwalker LlpAUDITOR$15,000not reported in the loaded dataset2023

Related Form 5500 pages