2023 Form 5500 filing — Lbc Investment And Retirement 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 20241008154402NAL0029125888001) for Lbc Investment And Retirement Plan, reported by Lbc Houston L.P. under EIN 74-1920179 and plan number 001. It reports 274 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008154402NAL0029125888001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lbc Houston L.P.
- EIN
- 74-1920179
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 274
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,312,084
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,312,084
- Employer contributions
- $2,501,026
- Participant contributions
- $2,572,266
- Total income / additions
- $10,566,743
- Benefits paid
- $4,120,079
- Administrative expenses
- $188,967
- Total expenses
- $4,309,046
- Net increase / (decrease)
- $6,257,697
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $113,886 | not reported in the loaded dataset |
| Wells Fargo Advisors | NONE | $60,481 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $15,362 |
| Harper & Pearson | NONE | $14,600 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |