Original filing (PDF)20250528110515NAL0012771952001

LOVELL MANUFACTURING INC

Name: LOVELL MANUFACTURING INC — LOVELL MANUFACTURING, INC PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: LOVELL MANUFACTURING INC

Form 5500-SF

FILING_RECEIVED

LOVELL MANUFACTURING, INC PROFIT SHARING PLAN & TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOVELL MANUFACTURING INC.

Plan sponsor

Name

LOVELL MANUFACTURING INC

EIN

39-1190733

Address

P.O. BOX 1107 · WILLIAMS BAY, WI · 53191

Phone

(262) 245-6527

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-05-28

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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