Lpr Construction Co. Profit Sharing Plan With 401(K) Arrangement — Form 5500 plan (Longbow Industries)
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, Lpr Construction Co. Profit Sharing Plan With 401(K) Arrangement is a benefit plan reported by Longbow Industries under EIN 81-3931813 and plan number 001. The latest loaded filing year is 2023. The filing reports 551 participants and $16,620,263 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Longbow Industries
- EIN
- 81-3931813
- Plan number
- 001
- Plan type
- 2
- Location
- Loveland, CO
- Latest filing year
- 2023
- Participants
- 551
- End-of-year plan assets
- $16,620,263
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 551 | H, C | 20241004131805NAL0005723171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,620,263
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,620,263
- Net assets (BOY)
- $13,900,318
Income & contributions
- Employer contributions
- $322,973
- Participant contributions
- $1,140,115
- Total contributions
- $1,511,033
- Total income / additions
- $3,940,402
Expenses & distributions
- Benefits paid
- $1,062,181
- Administrative expenses
- $68,720
- Total expenses
- $1,220,457
- Net increase / (decrease)
- $2,719,945
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $36,660 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $18,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $14,060 | not reported in the loaded dataset | 2023 |