2023 Form 5500 filing — L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730104312NAL0020562145001) for L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan, reported by L.B.J. & C. Development Corporation under EIN 62-0724384 and plan number 004. It reports 277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730104312NAL0020562145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- L.B.J. & C. Development Corporation
- EIN
- 62-0724384
- Plan number
- 004
- Location
- Cookeville, TN
- Participants
- 277
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,632,224
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,632,224
- Employer contributions
- $126,973
- Participant contributions
- $147,977
- Total income / additions
- $439,038
- Benefits paid
- $389,776
- Administrative expenses
- $2,476
- Total expenses
- $392,252
- Net increase / (decrease)
- $46,786
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Investment Services LLC | OTHER SERVICES | $0 | $3,670 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $2,476 | $0 |