2023 Form 5500 filing — Luckett & Farley Employee Stock Ownership Plan And Trust Agreement
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 20250204100737NAL0008371041001) for Luckett & Farley Employee Stock Ownership Plan And Trust Agreement, reported by Luckett & Farley Holding Company under EIN 46-1647927 and plan number 002. It reports 171 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$9.9MReported net assets$9,932,097
Participants171
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20250204100737NAL0008371041001
- Plan sponsor
- Luckett & Farley Holding Company
- EIN
- 46-1647927
- Plan number
- 002
- Location
- Louisville, 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)$10.9M total assets
Net assets$9.9MLiabilities$1M
Full reported line items
- Total assets (EOY)
- $10,946,030
- Total liabilities (EOY)
- $1,013,933
- Net assets (EOY)
- $9,932,097
- Employer contributions
- $911,310
- Total income / additions
- $1,393,570
- Benefits paid
- $538,933
- Administrative expenses
- $0
- Total expenses
- $604,948
- Net increase / (decrease)
- $788,622