London Bridge Trading Co., Ltd. 401(K) Plan — Form 5500 plan (London Bridge Trading Co., Ltd.)
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, London Bridge Trading Co., Ltd. 401(K) Plan is a benefit plan reported by London Bridge Trading Co., Ltd. under EIN 54-1593767 and plan number 001. The latest loaded filing year is 2023. The filing reports 232 participants and $8,893,690 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- London Bridge Trading Co., Ltd.
- EIN
- 54-1593767
- Plan number
- 001
- Plan type
- 2
- Location
- Virginia Beach, VA
- Latest filing year
- 2023
- Participants
- 232
- End-of-year plan assets
- $8,893,690
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 232 | H, C | 20250331065533NAL0008404144001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,893,690
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,893,690
- Net assets (BOY)
- $7,761,262
Income & contributions
- Employer contributions
- $162,682
- Participant contributions
- $443,443
- Total contributions
- $606,125
- Total income / additions
- $1,744,515
Expenses & distributions
- Benefits paid
- $561,158
- Administrative expenses
- $49,713
- Total expenses
- $612,087
- Net increase / (decrease)
- $1,132,428
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $24,593 | $0 | 2023 |
| The Ascent Group LLC | INVESTMENT ADVISOR | $11,896 | not reported in the loaded dataset | 2023 |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $11,566 | $0 | 2023 |
| Pbmares | TPA | $1,699 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for London Bridge Trading Co., Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Virginia Beach, VA
- Principal Life Insurance Company — Schedule C compensation
- The Ascent Group LLC — Schedule C compensation
- Jpmorgan Invest Holdings LLC — Schedule C compensation
- Pbmares — Schedule C compensation