Luckenbill-Drayton & Associates, LLC Profit Sharing Plan — Form 5500 plan (Luckenbill-Drayton & Associates, 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, Luckenbill-Drayton & Associates, LLC Profit Sharing Plan is a benefit plan reported by Luckenbill-Drayton & Associates, LLC under EIN 86-0980410 and plan number 002. The latest loaded filing year is 2023. The filing reports 2 participants and $723,123 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Luckenbill-Drayton & Associates, LLC
- EIN
- 86-0980410
- Plan number
- 002
- Plan type
- 2
- Location
- Redmond, OR
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $723,123
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240412115427NAL0002306049001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $723,123
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $723,123
- Net assets (BOY)
- $712,398
Income & contributions
- Employer contributions
- $29,225
- Participant contributions
- $0
- Total income / additions
- $43,151
Expenses & distributions
- Benefits paid
- $28,800
- Administrative expenses
- $3,626
- Total expenses
- $32,426
- Net increase / (decrease)
- $10,725
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.