Plan5500

Lbk Enterprise LLC Dba Kellyco Agency — 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, Lbk Enterprise LLC Dba Kellyco Agency (EIN 82-0936768) is a plan sponsor located in El Cajon, CA with 2 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
82-0936768
Location
El Cajon, CA
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 Lbk Enterprise LLC Dba Kellyco Agency

  • 2 loaded plans hold $920.5K in reported assets.
  • The largest, Lbk Enterprise LLC 401(K) Plan, holds 76% of this company's reported plan assets.
  • Plans cover 11 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$920.5KSummed across loaded plans$920,507
Total reported assets$920.5K$920,507
Total reported participants11
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$920.5K total assets
Net assets$920.5KLiabilities$0
Contributions & income
Employer contributions$40.7K
Participant contributions$124.2K
Total income / additions$244.1K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$13.2K
Net increase / (decrease)$231K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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 assets76%Lbk Enterprise LLC 401(K) Plan
Participants per plan6Average 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
    Lbk Enterprise LLC 401(K) Plan$697.6K
    Plan #001 · 6 participants · 2023
  2. 2
    Lbk Enterprise LLC Cash Balance Plan$222.9K
    Plan #002 · 5 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 Lbk Enterprise LLC Dba Kellyco Agency. Open one for its full reported snapshot.

  1. 2023
    Lbk Enterprise LLC 401(K) Plan6 participants · 2Sch I
    View filing →
  2. 2023
    Lbk Enterprise LLC Cash Balance Plan5 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Lbk Enterprise LLC Dba Kellyco Agency report on Form 5500?
Lbk Enterprise LLC Dba Kellyco Agency (EIN 82-0936768) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Lbk Enterprise LLC Dba Kellyco Agency?
The Employer Identification Number (EIN) reported for Lbk Enterprise LLC Dba Kellyco Agency is 82-0936768.
What is the latest Form 5500 filing year for Lbk Enterprise LLC Dba Kellyco Agency?
The latest loaded Form 5500 filing year for Lbk Enterprise LLC Dba Kellyco Agency is 2023.

Related Form 5500 pages