Lotte Biologics 401(K) Plan — Form 5500 plan (Lotte Biologics Usa, 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, Lotte Biologics 401(K) Plan is a benefit plan reported by Lotte Biologics Usa, LLC under EIN 88-3288202 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $55,783,235 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lotte Biologics Usa, LLC
EIN
88-3288202
Plan number
001
Plan type
2
Location
East Syracuse, NY
Latest filing year
2023
Participants
250
End-of-year plan assets
$55,783,235

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023250H, C20241015100257NAL0048753520001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$55,783,235
Total liabilities (EOY)
$0
Net assets (EOY)
$55,783,235
Net assets (BOY)
$0

Income & contributions

Employer contributions
$2,250,284
Participant contributions
$4,231,037
Total contributions
$54,086,149
Total income / additions
$60,357,841

Expenses & distributions

Benefits paid
$4,591,663
Administrative expenses
-$17,057
Total expenses
$4,574,606
Net increase / (decrease)
$55,783,235

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$8,944not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$26,001$02023

Related Form 5500 pages