2023 Form 5500 filing — Lb&B Associates 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 20240614100955NAL0031960465001) for Lb&B Associates Inc. Retirement Plan, reported by Lb&B Associates Inc. under EIN 56-1768228 and plan number 004. It reports 435 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$22.1MReported net assets$22,097,954
Participants435
Provider compensation$57K3 Schedule C row(s)$57,032
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240614100955NAL0031960465001
- Plan sponsor
- Lb&B Associates Inc.
- EIN
- 56-1768228
- Plan number
- 004
- Location
- Columbia, MD
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$22.1M total assets
Net assets$22.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $22,097,954
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,097,954
- Employer contributions
- $1,320,051
- Participant contributions
- $1,445,303
- Total income / additions
- $6,288,261
- Benefits paid
- $1,359,690
- Administrative expenses
- $125,496
- Total expenses
- $1,485,186
- Net increase / (decrease)
- $4,803,075
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D. Jones & Co., L.P. | NONE | $48,333 | $0 |
| Nwps | NONE | $5,055 | $0 |
| John Hancock Life Insurance Company | NONE | $3,644 | $0 |