2023 Form 5500 filing — Luck Brothers, Inc. Profit Sharing/401(K) 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 20240926130137NAL0001269440001) for Luck Brothers, Inc. Profit Sharing/401(K) Plan, reported by Luck Brothers, Inc. under EIN 14-1509121 and plan number 002. It reports 187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926130137NAL0001269440001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Luck Brothers, Inc.
- EIN
- 14-1509121
- Plan number
- 002
- Location
- Plattsburgh, NY
- Participants
- 187
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,447,911
- Total liabilities (EOY)
- $21,429
- Net assets (EOY)
- $29,426,482
- Employer contributions
- $1,270,648
- Participant contributions
- $573,746
- Total income / additions
- $6,479,715
- Benefits paid
- $3,780,871
- Administrative expenses
- $173,461
- Total expenses
- $4,007,069
- Net increase / (decrease)
- $2,472,646
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mml Investors Services | INVESTMENT ADVISOR | $54,620 | not reported in the loaded dataset |
| Teal Becker & Chiaramonte, Cpas Pc | CONTRACT ADMIN | $21,115 | not reported in the loaded dataset |
| Empower Life & Annuity Ins Co Of Ny | RECORDKEEPER | $3,332 | $0 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $92 | not reported in the loaded dataset |