Luk Retirement Plan — Form 5500 plan (L. U. K. Crisis Center, Inc.)

Plain-English plan 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, Luk Retirement Plan is a benefit plan reported by L. U. K. Crisis Center, Inc. under EIN 04-2483679 and plan number 001. The latest loaded filing year is 2023. The filing reports 248 participants and $1,734,752 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
L. U. K. Crisis Center, Inc.
EIN
04-2483679
Plan number
001
Plan type
2
Location
Fitchburg, MA
Latest filing year
2023
Participants
248
End-of-year plan assets
$1,734,752

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023248H, C20250401140748NAL0004050595001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,734,752
Total liabilities (EOY)
$0
Net assets (EOY)
$1,734,752
Net assets (BOY)
$1,352,303

Income & contributions

Employer contributions
$250,000
Total contributions
$251,854
Total income / additions
$428,379

Expenses & distributions

Benefits paid
$31,519
Administrative expenses
$14,411
Total expenses
$45,930
Net increase / (decrease)
$382,449

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock UsaRECORDKEEPER$1,650not reported in the loaded dataset2023

Related Form 5500 pages