Lux Bond & Green, Inc. Retirement Savings Plan — Form 5500 plan (Lux, Bond & Green, 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, Lux Bond & Green, Inc. Retirement Savings Plan is a benefit plan reported by Lux, Bond & Green, Inc. under EIN 06-0434650 and plan number 002. The latest loaded filing year is 2023. The filing reports 113 participants and $13,694,506 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lux, Bond & Green, Inc.
- EIN
- 06-0434650
- Plan number
- 002
- Plan type
- 2
- Location
- West Hartford, CT
- Latest filing year
- 2023
- Participants
- 113
- End-of-year plan assets
- $13,694,506
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 113 | I | 20240705134552NAL0010272193001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $13,694,506
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,694,506
- Net assets (BOY)
- $13,529,050
Income & contributions
- Employer contributions
- $106,674
- Participant contributions
- $471,750
- Total income / additions
- $3,153,962
Expenses & distributions
- Benefits paid
- $2,987,717
- Administrative expenses
- $789
- Total expenses
- $2,988,506
- Net increase / (decrease)
- $165,456
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.