Lumbee Guaranty Bank Employee Stock Ownership Plan — Form 5500 plan (Lumbee Guaranty Bank)
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, Lumbee Guaranty Bank Employee Stock Ownership Plan is a benefit plan reported by Lumbee Guaranty Bank under EIN 56-0990387 and plan number 003. The latest loaded filing year is 2023. The filing reports 114 participants and $757,424 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lumbee Guaranty Bank
- EIN
- 56-0990387
- Plan number
- 003
- Plan type
- 2
- Location
- Pembroke, NC
- Latest filing year
- 2023
- Participants
- 114
- End-of-year plan assets
- $757,424
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 114 | I | 20241015100313NAL0048754256001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $757,424
- Net assets (EOY)
- $757,424
- Net assets (BOY)
- $987,164
Income & contributions
- Total income / additions
- -$214,554
Expenses & distributions
- Benefits paid
- $15,186
- Total expenses
- $15,186
- Net increase / (decrease)
- -$229,740
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.