2023 Form 5500 filing — Luck Stone Corporation 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 20250806075729NAL0003473888001) for Luck Stone Corporation 401(K) Plan, reported by Luck Stone Corporation under EIN 54-0630628 and plan number 002. It reports 1,135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250806075729NAL0003473888001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Luck Stone Corporation
- EIN
- 54-0630628
- Plan number
- 002
- Location
- Manakin-Sabot, VA
- Participants
- 1,135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $174,498,747
- Total liabilities (EOY)
- $21,889
- Net assets (EOY)
- $174,476,858
- Employer contributions
- $5,221,016
- Participant contributions
- $9,368,993
- Total income / additions
- $52,815,277
- Benefits paid
- $12,490,073
- Administrative expenses
- $216,916
- Total expenses
- $12,706,989
- Net increase / (decrease)
- $40,108,288
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $142,656 | not reported in the loaded dataset |
| Mercer Investment Consulting | NONE | $54,880 | not reported in the loaded dataset |
| Pbmares Llp | NONE | $19,425 | not reported in the loaded dataset |