Lbs Financial Credit Union Defined Benefit Pension Plan — Form 5500 plan (Lbs Financial Credit Union)

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, Lbs Financial Credit Union Defined Benefit Pension Plan is a benefit plan reported by Lbs Financial Credit Union under EIN 95-1644568 and plan number 003. The latest loaded filing year is 2023. The filing reports 301 participants and $41,922,323 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lbs Financial Credit Union
EIN
95-1644568
Plan number
003
Plan type
2
Location
Westminster, CA
Latest filing year
2023
Participants
301
End-of-year plan assets
$41,922,323

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023301H, C20241015143138NAL0058141218001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$41,922,323
Total liabilities (EOY)
$0
Net assets (EOY)
$41,922,323
Net assets (BOY)
$39,203,578

Income & contributions

Total contributions
$0
Total income / additions
$4,507,318

Expenses & distributions

Benefits paid
$1,788,573
Administrative expenses
$0
Total expenses
$1,788,573
Net increase / (decrease)
$2,718,745

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The StandardNONE$0not reported in the loaded dataset2023

Related Form 5500 pages