Plan5500

Lykes Bros Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Lykes Bros Inc (EIN 59-0606439) is a plan sponsor located in Lake Placid, FL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
59-0606439
Location
Lake Placid, FL
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Lykes Bros Inc

  • 2 loaded plans hold $15M in reported assets.
  • The largest, Lykes Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 273 reported participants.
  • 1 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$15MSummed across loaded plans$15,002,985
Total reported assets$15M$15,002,985
Total reported participants273
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$15M total assets
Net assets$15MLiabilities$0
Contributions & income
Employer contributions$352.1K
Participant contributions$466.7K
Total income / additions$2.8M
Expenses & distributions
Benefits paid / distributions$1.9M
Total expenses$2M
Net increase / (decrease)$795.4K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Lykes Retirement Savings Plan
Participants per plan137Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Lykes Retirement Savings Plan$15M
    Plan #002 · 152 participants · 2023
  2. 2
    Lykes Bros Inc Group Welfare Plannot reported in the loaded dataset
    Plan #511 · 121 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Lykes Bros Inc. Open one for its full reported snapshot.

  1. 2023
    Lykes Bros Inc Group Welfare Plan121 participants · 2Sch C
    View filing →
  2. 2023
    Lykes Retirement Savings Plan152 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Lykes Bros Inc report on Form 5500?
Lykes Bros Inc (EIN 59-0606439) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Lykes Bros Inc?
The Employer Identification Number (EIN) reported for Lykes Bros Inc is 59-0606439.
What is the latest Form 5500 filing year for Lykes Bros Inc?
The latest loaded Form 5500 filing year for Lykes Bros Inc is 2023.

Related Form 5500 pages