Lefebvre Companies 401(K) Plan — Form 5500 plan (Lefebvre Companies, 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, Lefebvre Companies 401(K) Plan is a benefit plan reported by Lefebvre Companies, Inc. under EIN 41-1783497 and plan number 001. The latest loaded filing year is 2023. The filing reports 194 participants and $6,217,088 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lefebvre Companies, Inc.
EIN
41-1783497
Plan number
001
Plan type
2
Location
Elk River, MN
Latest filing year
2023
Participants
194
End-of-year plan assets
$6,217,088

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023194H, C20241015145643NAL0028840849001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,217,088
Total liabilities (EOY)
$0
Net assets (EOY)
$6,217,088
Net assets (BOY)
$5,315,609

Income & contributions

Employer contributions
$56,859
Participant contributions
$418,640
Total contributions
$596,821
Total income / additions
$1,548,783

Expenses & distributions

Benefits paid
$611,697
Administrative expenses
$35,607
Total expenses
$647,304
Net increase / (decrease)
$901,479

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$12,781$02023
Sagepoint Financial IncINVESTMENT ADVISOR$11,717not reported in the loaded dataset2023

Related Form 5500 pages