2023 Form 5500 filing — London Bridge Trading Co., Ltd. 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 20250331065533NAL0008404144001) for London Bridge Trading Co., Ltd. 401(K) Plan, reported by London Bridge Trading Co., Ltd. under EIN 54-1593767 and plan number 001. It reports 232 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250331065533NAL0008404144001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- London Bridge Trading Co., Ltd.
- EIN
- 54-1593767
- Plan number
- 001
- Location
- Virginia Beach, VA
- Participants
- 232
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,893,690
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,893,690
- Employer contributions
- $162,682
- Participant contributions
- $443,443
- Total income / additions
- $1,744,515
- Benefits paid
- $561,158
- Administrative expenses
- $49,713
- Total expenses
- $612,087
- Net increase / (decrease)
- $1,132,428
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $24,593 | $0 |
| The Ascent Group LLC | INVESTMENT ADVISOR | $11,896 | not reported in the loaded dataset |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $11,566 | $0 |
| Pbmares | TPA | $1,699 | not reported in the loaded dataset |