Lochridge-Priest, Inc Employee Savings And Retirement Plan — Form 5500 plan (Lochridge-Priest, Inc)
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, Lochridge-Priest, Inc Employee Savings And Retirement Plan is a benefit plan reported by Lochridge-Priest, Inc under EIN 74-1460928 and plan number 001. The latest loaded filing year is 2023. The filing reports 440 participants and $3,811,471 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lochridge-Priest, Inc
- EIN
- 74-1460928
- Plan number
- 001
- Plan type
- 2
- Location
- Waco, TX
- Latest filing year
- 2023
- Participants
- 440
- End-of-year plan assets
- $3,811,471
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 440 | H, C | 20241015101326NAL0048786912001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,811,471
- Total liabilities (EOY)
- $23,950
- Net assets (EOY)
- $3,787,521
- Net assets (BOY)
- $3,239,442
Income & contributions
- Employer contributions
- $97,369
- Participant contributions
- $356,657
- Total contributions
- $472,536
- Total income / additions
- $926,587
Expenses & distributions
- Benefits paid
- $341,767
- Administrative expenses
- $36,741
- Total expenses
- $378,508
- Net increase / (decrease)
- $548,079
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | INVESTMENT ADVISORY | $17,063 | not reported in the loaded dataset | 2023 |
| Transamerica Financial Life Ins Co | RECORDKEEPER | $14,634 | $0 | 2023 |
| Resource Benefits Administrators | RECORDKEEPER | $3,578 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lochridge-Priest, Inc
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Waco, TX
- Ubs Financial Services, Inc. — Schedule C compensation
- Transamerica Financial Life Ins Co — Schedule C compensation
- Resource Benefits Administrators — Schedule C compensation