Langley & Banack, Incorporated Employees Profit Sharing Plan And Trust — Form 5500 plan (Langley & Banack, 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, Langley & Banack, Incorporated Employees Profit Sharing Plan And Trust is a benefit plan reported by Langley & Banack, Inc. under EIN 74-2407279 and plan number 001. The latest loaded filing year is 2023. The filing reports 161 participants and $29,916,380 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Langley & Banack, Inc.
EIN
74-2407279
Plan number
001
Plan type
2
Location
San Antonio, TX
Latest filing year
2023
Participants
161
End-of-year plan assets
$29,916,380

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023161H, C20240930160837NAL0005942593001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,916,380
Total liabilities (EOY)
$0
Net assets (EOY)
$29,916,380
Net assets (BOY)
$27,136,922

Income & contributions

Employer contributions
$0
Participant contributions
$1,084,997
Total contributions
$1,099,952
Total income / additions
$5,908,778

Expenses & distributions

Benefits paid
$3,123,267
Administrative expenses
$6,053
Total expenses
$3,129,320
Net increase / (decrease)
$2,779,458

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Argent Retirement Plan AdvisorsINVEST ADVISOR/CONSULTANT$22,500not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$16,912$02023

Related Form 5500 pages