Lh Carbide Profit Sharing & Salary Savings Plan — Form 5500 plan (Lh Carbide Tool & Die Corporation)
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, Lh Carbide Profit Sharing & Salary Savings Plan is a benefit plan reported by Lh Carbide Tool & Die Corporation under EIN 35-1138811 and plan number 001. The latest loaded filing year is 2023. The filing reports 321 participants and $20,933,685 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lh Carbide Tool & Die Corporation
- EIN
- 35-1138811
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Wayne, IN
- Latest filing year
- 2023
- Participants
- 321
- End-of-year plan assets
- $20,933,685
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 321 | H, C | 20240925151615NAL0005548099001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,933,685
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,933,685
- Net assets (BOY)
- $18,601,217
Income & contributions
- Employer contributions
- $101,237
- Participant contributions
- $1,012,418
- Total contributions
- $1,119,823
- Total income / additions
- $3,768,045
Expenses & distributions
- Benefits paid
- $1,412,160
- Administrative expenses
- $23,417
- Total expenses
- $1,435,577
- Net increase / (decrease)
- $2,332,468
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Phillips Financial Management LLC | SERVICE PROVIDER | $0 | $48,949 | 2023 |
| Baden Gage & Schroeder LLC | OTHER FEES | $12,100 | $0 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $9,546 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lh Carbide Tool & Die Corporation
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Fort Wayne, IN
- Phillips Financial Management LLC — Schedule C compensation
- Baden Gage & Schroeder LLC — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation