2023 Form 5500 filing — Link-Belt Employees' Savings & Investment 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 20241001105059NAL0003913123001) for Link-Belt Employees' Savings & Investment Plan, reported by Lbce Holdings, Inc. under EIN 61-1099661 and plan number 002. It reports 1,010 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$144.9MReported net assets$144,913,907
Participants1K1,010
Provider compensation$97.7K3 Schedule C row(s)$97,692
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001105059NAL0003913123001
Plan sponsor
Lbce Holdings, Inc.
EIN
61-1099661
Plan number
002
Location
Lexington, KY
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$144.9M total assets
Net assets$144.9MLiabilities$0
Money in vs. money out
Total income / additions$30.3M
Total expenses$11M
Benefits paid / distributions$10.9M
Contributions
Employer$3.2M
Participant$5.4M
Full reported line items
Total assets (EOY)
$144,913,907
Total liabilities (EOY)
$0
Net assets (EOY)
$144,913,907
Employer contributions
$3,232,409
Participant contributions
$5,416,681
Total income / additions
$30,277,474
Benefits paid
$10,903,232
Administrative expenses
$97,992
Total expenses
$11,001,224
Net increase / (decrease)
$19,276,250

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Buck Global LLCNONE$48,800not reported in the loaded dataset
T Rowe Price Rps IncNONE$32,892$0
DmloNONE$16,000not reported in the loaded dataset

Related Form 5500 pages