The Lebermuth Company, Inc. Employees Retirement Plan And Trust — Form 5500 plan (The Lebermuth Company, 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, The Lebermuth Company, Inc. Employees Retirement Plan And Trust is a benefit plan reported by The Lebermuth Company, Inc. under EIN 35-1468778 and plan number 001. The latest loaded filing year is 2023. The filing reports 119 participants and $9,554,675 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Lebermuth Company, Inc.
EIN
35-1468778
Plan number
001
Plan type
2
Location
South Bend, IN
Latest filing year
2023
Participants
119
End-of-year plan assets
$9,554,675

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023119H, C20250814155043NAL0028261986001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,554,675
Total liabilities (EOY)
$0
Net assets (EOY)
$9,554,675
Net assets (BOY)
$6,977,438

Income & contributions

Employer contributions
$238,444
Participant contributions
$597,050
Total contributions
$836,453
Total income / additions
$2,905,739

Expenses & distributions

Benefits paid
$293,078
Administrative expenses
$35,424
Total expenses
$328,502
Net increase / (decrease)
$2,577,237

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Shepherd Financial Investment AdvisINVESTMENT ADVISORY$22,978$52023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$12,444$02023

Related Form 5500 pages