Luckett & Farley Employee Stock Ownership Plan And Trust Agreement — Form 5500 plan (Luckett & Farley Holding 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, Luckett & Farley Employee Stock Ownership Plan And Trust Agreement is a benefit plan reported by Luckett & Farley Holding Company under EIN 46-1647927 and plan number 002. The latest loaded filing year is 2023. The filing reports 171 participants and $10,946,030 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Luckett & Farley Holding Company
- EIN
- 46-1647927
- Plan number
- 002
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 171 | H | 20250204100737NAL0008371041001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $10,946,030
- Total liabilities (EOY)
- $1,013,933
- Net assets (EOY)
- $9,932,097
- Net assets (BOY)
- $9,143,475
Income & contributions
- Employer contributions
- $911,310
- Total contributions
- $911,310
- Total income / additions
- $1,393,570
Expenses & distributions
- Benefits paid
- $538,933
- Administrative expenses
- $0
- Total expenses
- $604,948
- Net increase / (decrease)
- $788,622
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.