Luckett & Farley 401(K) Plan — Form 5500 plan (Luckett & Farley Holding 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, Luckett & Farley 401(K) Plan is a benefit plan reported by Luckett & Farley Holding Company, Inc. under EIN 46-1647927 and plan number 001. The latest loaded filing year is 2023. The filing reports 128 participants and $8,395,483 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8.4MPlan net assets, end of year$8,395,483
Participants128Covered participants reported
Assets / participant$65.6KComputed: assets ÷ participants$65,590 (computed)
Provider compensation$12.6K3 Schedule C provider row(s)$12,571
- Plan sponsor
- Luckett & Farley Holding Company, Inc.
- EIN
- 46-1647927
- Plan number
- 001
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 128 | H, C | 20241101162337NAL0002565379001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$8.4M total assets
Net assets$8.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $8,395,483
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,395,483
- Net assets (BOY)
- $9,393,538
Income & contributions
- Employer contributions
- $88,102
- Participant contributions
- $747,258
- Total contributions
- $941,495
- Total income / additions
- $2,228,970
Expenses & distributions
- Benefits paid
- $3,215,209
- Administrative expenses
- $11,816
- Total expenses
- $3,227,025
- Net increase / (decrease)
- -$998,055
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
89%
Employer 11%Participant 89%
Total expenses ÷ net assets38%Computed ratio
Benefits paid ÷ total income144%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $6,063 | $0 | 2023 |
| Retirement Management Services | THIRD PARTY ADMINISTRATO | $0 | $4,865 | 2023 |
| Raymond James Financialk Services | SERVICE PROVIDER | $0 | $1,643 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Luckett & Farley Holding Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Principal Life Insurance Company — Schedule C compensation
- Retirement Management Services — Schedule C compensation
- Raymond James Financialk Services — Schedule C compensation