2023 Form 5500 filing — Lh Carbide Profit Sharing & Salary Savings 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 20240925151615NAL0005548099001) for Lh Carbide Profit Sharing & Salary Savings Plan, reported by Lh Carbide Tool & Die Corporation under EIN 35-1138811 and plan number 001. It reports 321 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)$20.9MReported net assets$20,933,685
Participants321
Provider compensation$70.6K3 Schedule C row(s)$70,595
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240925151615NAL0005548099001
- Plan sponsor
- Lh Carbide Tool & Die Corporation
- EIN
- 35-1138811
- Plan number
- 001
- Location
- Fort Wayne, IN
- 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)$20.9M total assets
Net assets$20.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $20,933,685
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,933,685
- Employer contributions
- $101,237
- Participant contributions
- $1,012,418
- Total income / additions
- $3,768,045
- Benefits paid
- $1,412,160
- Administrative expenses
- $23,417
- Total expenses
- $1,435,577
- Net increase / (decrease)
- $2,332,468
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Phillips Financial Management LLC | SERVICE PROVIDER | $0 | $48,949 |
| Baden Gage & Schroeder LLC | OTHER FEES | $12,100 | $0 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $9,546 | $0 |