2023 Form 5500 filing — Hgl-Lbm Holdings, LLC Profit Sharing 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 20241015112056NAL0014472451001) for Hgl-Lbm Holdings, LLC Profit Sharing Plan, reported by Hgl-Lbm Holdings LLC under EIN 82-3866292 and plan number 001. It reports 590 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112056NAL0014472451001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hgl-Lbm Holdings LLC
- EIN
- 82-3866292
- Plan number
- 001
- Location
- Newport, NH
- Participants
- 590
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,273,010
- Net assets (EOY)
- $52,273,010
- Employer contributions
- $1,921,323
- Participant contributions
- $1,660,153
- Total income / additions
- $11,255,805
- Benefits paid
- $5,172,882
- Administrative expenses
- $96,711
- Total expenses
- $5,269,593
- Net increase / (decrease)
- $5,986,212
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $55,752 | not reported in the loaded dataset |
| Commonwealth Equity Services, LLC | INVESTMENT ADVISOR | $36,995 | not reported in the loaded dataset |
| Nbt Bank Na Dba Third Party Adminis | CONTRACT ADMIN | $3,964 | $10,000 |