Lbx Employees' Savings & Investment Plan — Form 5500 plan (Lbx Company, LLC)

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, Lbx Employees' Savings & Investment Plan is a benefit plan reported by Lbx Company, LLC under EIN 61-1331493 and plan number 001. The latest loaded filing year is 2023. The filing reports 112 participants and $20,270,846 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lbx Company, LLC
EIN
61-1331493
Plan number
001
Plan type
2
Location
Lexington, KY
Latest filing year
2023
Participants
112
End-of-year plan assets
$20,270,846

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023112H, C20241010153127NAL0010194947001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,270,846
Total liabilities (EOY)
$0
Net assets (EOY)
$20,270,846
Net assets (BOY)
$16,710,557

Income & contributions

Employer contributions
$461,004
Participant contributions
$962,209
Total contributions
$1,434,383
Total income / additions
$4,410,386

Expenses & distributions

Benefits paid
$848,367
Administrative expenses
$1,730
Total expenses
$850,097
Net increase / (decrease)
$3,560,289

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T. Rowe Price Rps, Inc.NONE$1,730$02023
FidelityNONE$0$02023
Pimco FundsNONE$0$02023
Harbor CapitalNONE$0$02023

Related Form 5500 pages