Plan5500

L/B Water Service, Inc. Employee Stock Ownership Plan — Form 5500 plan (L/B Water Service, 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, L/B Water Service, Inc. Employee Stock Ownership Plan is a benefit plan reported by L/B Water Service, Inc. under EIN 75-3036438 and plan number 002. The latest loaded filing year is 2023. The filing reports 296 participants and $214,862,737 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
L/B Water Service, Inc.
EIN
75-3036438
Plan number
002
Plan type
2
Location
Selinsgrove, PA
Latest filing year
2023
Participants
296
End-of-year plan assets
$214,862,737

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023296H, C20241111133413NAL0031175218001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$214,862,737
Total liabilities (EOY)
$0
Net assets (EOY)
$214,862,737
Net assets (BOY)
$200,571,150

Income & contributions

Employer contributions
$5,907,461
Total contributions
$5,907,461
Total income / additions
$24,626,319

Expenses & distributions

Benefits paid
$8,771,782
Administrative expenses
$21,127
Total expenses
$8,792,909
Net increase / (decrease)
$15,833,410

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Key Private BankINVESTMENT MANAGEMENT$19,892not reported in the loaded dataset2023

Related Form 5500 pages