2023 Form 5500 filing — Lpr Construction Co. Profit Sharing Plan With 401(K) Arrangement
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 20241004131805NAL0005723171001) for Lpr Construction Co. Profit Sharing Plan With 401(K) Arrangement, reported by Longbow Industries under EIN 81-3931813 and plan number 001. It reports 551 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004131805NAL0005723171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Longbow Industries
- EIN
- 81-3931813
- Plan number
- 001
- Location
- Loveland, CO
- Participants
- 551
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,620,263
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,620,263
- Employer contributions
- $322,973
- Participant contributions
- $1,140,115
- Total income / additions
- $3,940,402
- Benefits paid
- $1,062,181
- Administrative expenses
- $68,720
- Total expenses
- $1,220,457
- Net increase / (decrease)
- $2,719,945
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $36,660 | not reported in the loaded dataset |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $18,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $14,060 | not reported in the loaded dataset |