2023 Form 5500 filing — Lc Industries Surplus 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 20241023121449NAL0002737971001) for Lc Industries Surplus Sharing & 401(K) Plan, reported by Lc Industries under EIN 56-0686307 and plan number 002. It reports 1,049 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)$63.7MReported net assets$63,698,413
Participants1K1,049
Provider compensation$39.9K3 Schedule C row(s)$39,936
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241023121449NAL0002737971001
Plan sponsor
Lc Industries
EIN
56-0686307
Plan number
002
Location
Durham, NC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$63.7M total assets
Net assets$63.7MLiabilities$0
Money in vs. money out
Total income / additions$14.3M
Total expenses$8.6M
Benefits paid / distributions$8.6M
Contributions
Employer$4M
Participant$1.8M
Full reported line items
Total assets (EOY)
$63,698,413
Total liabilities (EOY)
$0
Net assets (EOY)
$63,698,413
Employer contributions
$4,039,793
Participant contributions
$1,793,509
Total income / additions
$14,287,487
Benefits paid
$8,576,156
Administrative expenses
$39,936
Total expenses
$8,616,092
Net increase / (decrease)
$5,671,395
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT COMPANY · Direct $28K · Indirect $0
  2. 2
    NONE · Direct $11K
  3. 3
    NONE · Direct $1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241023121449NAL0002737971001 cover?
It is the 2023 Form 5500 filing for Lc Industries Surplus Sharing & 401(K) Plan, reported by Lc Industries (EIN 56-0686307).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages