Luther & Sons Inc. Retirement Plan — Form 5500 plan (Luther & Sons 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, Luther & Sons Inc. Retirement Plan is a benefit plan reported by Luther & Sons Inc. under EIN 86-3972090 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $422,220 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Luther & Sons Inc.
- EIN
- 86-3972090
- Plan number
- 001
- Plan type
- 2
- Location
- Elkhorn, NE
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $422,220
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240410232251NAL0034202624001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $422,220
- Net assets (EOY)
- $422,220
- Net assets (BOY)
- $418,590
Income & contributions
- Total income / additions
- $29,122
Expenses & distributions
- Benefits paid
- $25,015
- Total expenses
- $25,492
- Net increase / (decrease)
- $3,630
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.