2023 Form 5500 filing — Lugert Altus Irrigation District 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 20240730085117NAL0031306704001) for Lugert Altus Irrigation District Retirement Plan, reported by Lugert Altus Irrigation District under EIN 73-6582432 and plan number 001. It reports 13 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.8MReported net assets$1,840,482
Participants13
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240730085117NAL0031306704001
Plan sponsor
Lugert Altus Irrigation District
EIN
73-6582432
Plan number
001
Location
Altus, OK
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.8M total assets
Net assets$1.8MLiabilities$0
Money in vs. money out
Total income / additions$124.5K
Total expenses$13.8K
Benefits paid / distributions$13.8K
Contributions
Employer$38K
Participant$25.1K
Full reported line items
Total assets (EOY)
$1,840,482
Total liabilities (EOY)
$0
Net assets (EOY)
$1,840,482
Employer contributions
$38,038
Participant contributions
$25,088
Total income / additions
$124,480
Benefits paid
$13,784
Administrative expenses
$0
Total expenses
$13,784
Net increase / (decrease)
$110,696

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240730085117NAL0031306704001 cover?
It is the 2023 Form 5500 filing for Lugert Altus Irrigation District Retirement Plan, reported by Lugert Altus Irrigation District (EIN 73-6582432).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages