2023 Form 5500 filing — Locust Street Company, 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 20240830110152NAL0014434241001) for Locust Street Company, Inc. Retirement Plan, reported by Locust Street Company, Inc. under EIN 35-0476430 and plan number 001. It reports 16 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.3MReported net assets$5,307,958
Participants16
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240830110152NAL0014434241001
Plan sponsor
Locust Street Company, Inc.
EIN
35-0476430
Plan number
001
Location
Evansville, IN
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)$5.3M total assets
Net assets$5.3MLiabilities
Money in vs. money out
Total income / additions$931.2K
Total expenses$206.3K
Benefits paid / distributions$206.3K
Contributions
Employer$130K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$5,307,958
Net assets (EOY)
$5,307,958
Employer contributions
$130,000
Total income / additions
$931,244
Benefits paid
$206,272
Total expenses
$206,272
Net increase / (decrease)
$724,972

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240830110152NAL0014434241001 cover?
It is the 2023 Form 5500 filing for Locust Street Company, Inc. Retirement Plan, reported by Locust Street Company, Inc. (EIN 35-0476430).
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