2023 Form 5500 filing — Luther & Sons Inc. Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240410232251NAL0034202624001) for Luther & Sons Inc. Retirement Plan, reported by Luther & Sons Inc. under EIN 86-3972090 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240410232251NAL0034202624001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Luther & Sons Inc.
- EIN
- 86-3972090
- Plan number
- 001
- Location
- Elkhorn, NE
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $422,220
- Net assets (EOY)
- $422,220
- Total income / additions
- $29,122
- Benefits paid
- $25,015
- Total expenses
- $25,492
- Net increase / (decrease)
- $3,630
- Schedule source
- Schedule I