Loberg & Loberg Profit Sharing Plan — Form 5500 plan (Loberg & Loberg)
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, Loberg & Loberg Profit Sharing Plan is a benefit plan reported by Loberg & Loberg under EIN 47-5575982 and plan number 002. The latest loaded filing year is 2023. The filing reports 9 participants and $3,133,064 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Loberg & Loberg
- EIN
- 47-5575982
- Plan number
- 002
- Plan type
- 2
- Location
- Ellsworth, WI
- Latest filing year
- 2023
- Participants
- 9
- End-of-year plan assets
- $3,133,064
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9 | I | 20240205115436NAL0032585873001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,133,064
- Net assets (EOY)
- $3,133,064
- Net assets (BOY)
- $2,509,017
Income & contributions
- Employer contributions
- $126,177
- Total income / additions
- $624,047
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $624,047
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.