Original filing (PDF)20240806162003NAL0002504881001

LODWIG ENTERPRISES, INC.

Name: LODWIG ENTERPRISES, INC. — LODWIG ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2023)
Creator: LODWIG ENTERPRISES, INC.

Form 5500-SF

FILING_RECEIVED

LODWIG ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 LODWIG ENTERPRISES, INC..

Plan sponsor

Name

LODWIG ENTERPRISES, INC.

EIN

47-0565022

Address

P.O. BOX 220 · WATERLOO, NE · 680690220

Phone

(402) 779-2000

Industry

Information / Tech / Mediasee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-05-31

Filed

2024-08-06

Pension benefit codes

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

2E · Profit-sharing

2K · 401(m) arrangement

2G · Total participant-directed accounts

2J · 401(k) feature

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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