Plan5500

Luckett & Farley Holding Company — 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, Luckett & Farley Holding Company (EIN 46-1647927) is a plan sponsor located in Louisville, KY with 1 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
46-1647927
Location
Louisville, KY
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$18.3MSummed across loaded plans$18,327,580
Total reported assets$19.3M$19,341,513
Total reported participants299
Total reported liabilities$1M$1,013,933

Reported net position

Reported assets = net assets + liabilities (summed)$19.3M total assets
Net assets$18.3MLiabilities$1M
Contributions & income
Employer contributions$999.4K
Participant contributions$747.3K
Total income / additions$3.6M
Expenses & distributions
Benefits paid / distributions$3.8M
Total expenses$3.8M
Net increase / (decrease)-$209.4K

Data coverage

Plans with financial statements2 / 2 (100%)
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 assets57%Luckett & Farley Employee Stock Ownership Plan And Trust Agreement
Participants per plan150Average 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.

  1. 1
    Luckett & Farley Employee Stock Ownership Plan And Trust Agreement$10.9M
    Plan #002 · 171 participants · 2023
  2. 2
    Luckett & Farley 401(K) Plan$8.4M
    Plan #001 · 128 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Luckett & Farley Holding Company
YearPlanParticipantsSchedulesFiling
2023Luckett & Farley 401(K) Plan128H, C20241101162337NAL0002565379001
2023Luckett & Farley Employee Stock Ownership Plan And Trust Agreement171H20250204100737NAL0008371041001

Related Form 5500 pages