Indiana Limestone Acquisition, LLC Dba Indiana Limestone Company 401(K) Plan — Form 5500 plan (Indiana Limestone Acquisition, LLC Dba Indiana Limestone Company)

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, Indiana Limestone Acquisition, LLC Dba Indiana Limestone Company 401(K) Plan is a benefit plan reported by Indiana Limestone Acquisition, LLC Dba Indiana Limestone Company under EIN 37-1754014 and plan number 001. The latest loaded filing year is 2023. The filing reports 302 participants and $8,441,727 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Indiana Limestone Acquisition, LLC Dba Indiana Limestone Company
EIN
37-1754014
Plan number
001
Plan type
2
Location
Bloomington, IN
Latest filing year
2023
Participants
302
End-of-year plan assets
$8,441,727

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023302H, C20241009164727NAL0010854643001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,441,727
Total liabilities (EOY)
$0
Net assets (EOY)
$8,441,727
Net assets (BOY)
$6,766,891

Income & contributions

Employer contributions
$594,622
Participant contributions
$839,102
Total contributions
$1,485,275
Total income / additions
$2,708,774

Expenses & distributions

Benefits paid
$944,620
Administrative expenses
$84,024
Total expenses
$1,033,938
Net increase / (decrease)
$1,674,836

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$47,551$02023
Regions BankADVISOR$36,666not reported in the loaded dataset2023

Related Form 5500 pages