L.F. George, Inc. — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, L.F. George, Inc. (EIN 39-1055004) is a plan sponsor located in Waukesha, WI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
EIN
39-1055004
Location
Waukesha, WI
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023
Reported financial aggregate
Total reported net assets$12.4MSummed across loaded plans$12,447,333
Total reported assets$12.4M$12,447,333
Total reported participants234
Total reported liabilities$0
Reported net position
Reported assets = net assets + liabilities (summed)$12.4M total assets
Net assets$12.4MLiabilities$0
Contributions & income
Employer contributions$201K
Participant contributions$751.8K
Total income / additions$2.5M
Expenses & distributions
Benefits paid / distributions$615.9K
Total expenses$665.1K
Net increase / (decrease)$1.9M
Data coverage
Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Computed from loaded plans
Portfolio comparison
Largest plan share of assets100%L.F. George, Inc. 401(K) Savings Plan
Participants per plan117Average across loaded plans
Loaded plans2
Ranked by reported assets
Largest loaded plans
Bars show each plan's reported end-of-year assets relative to the largest.