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, Korth Transfer 401(K) Plan is a benefit plan reported by Llb Investments, LLC Dba Korth Transfer under EIN 72-1564480 and plan number 001. The latest loaded filing year is 2023. The filing reports 138 participants and $4,808,070 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,808,070
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,808,070
- Net assets (BOY)
- $4,240,737
Income & contributions
- Employer contributions
- $183,742
- Participant contributions
- $382,812
- Total contributions
- $566,554
- Total income / additions
- $1,166,834
Expenses & distributions
- Benefits paid
- $137,032
- Administrative expenses
- $25,236
- Total expenses
- $162,268
- Net increase / (decrease)
- $1,004,566