Lbb Specialties 401(K) Plan — Form 5500 plan (Lbb Specialties Holdings LLC)
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, Lbb Specialties 401(K) Plan is a benefit plan reported by Lbb Specialties Holdings LLC under EIN 85-0672680 and plan number 001. The latest loaded filing year is 2023. The filing reports 214 participants and $50,150,394 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lbb Specialties Holdings LLC
- EIN
- 85-0672680
- Plan number
- 001
- Plan type
- 2
- Location
- Norwalk, CT
- Latest filing year
- 2023
- Participants
- 214
- End-of-year plan assets
- $50,150,394
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 214 | H, C | 20241004082526NAL0005522675001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,150,394
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,150,394
- Net assets (BOY)
- $46,552,586
Income & contributions
- Employer contributions
- $1,093,178
- Participant contributions
- $2,530,488
- Total contributions
- $4,007,922
- Total income / additions
- $11,747,486
Expenses & distributions
- Benefits paid
- $8,083,049
- Administrative expenses
- $66,629
- Total expenses
- $8,149,678
- Net increase / (decrease)
- $3,597,808
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sentinel Pension Advisors | ADVISOR | $49,994 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $16,635 | not reported in the loaded dataset | 2023 |