2023 Form 5500 filing — Lhb Inc. 401(K) & Profit Sharing 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 20240930140822NAL0005628401001) for Lhb Inc. 401(K) & Profit Sharing Plan, reported by Lhb, Inc. under EIN 41-0904334 and plan number 001. It reports 349 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)$59.7MReported net assets$59,721,618
Participants349
Provider compensation$80.5K2 Schedule C row(s)$80,521
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240930140822NAL0005628401001
Plan sponsor
Lhb, Inc.
EIN
41-0904334
Plan number
001
Location
Duluth, MN
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$59.7M total assets
Net assets$59.7MLiabilities$0
Money in vs. money out
Total income / additions$13.6M
Total expenses$4.7M
Benefits paid / distributions$4.6M
Contributions
Employer$905.3K
Participant$2.3M
Full reported line items
Total assets (EOY)
$59,721,618
Total liabilities (EOY)
$0
Net assets (EOY)
$59,721,618
Employer contributions
$905,309
Participant contributions
$2,305,494
Total income / additions
$13,630,289
Benefits paid
$4,617,275
Administrative expenses
$79,622
Total expenses
$4,696,897
Net increase / (decrease)
$8,933,392
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $80.5K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930140822NAL0005628401001 cover?
It is the 2023 Form 5500 filing for Lhb Inc. 401(K) & Profit Sharing Plan, reported by Lhb, Inc. (EIN 41-0904334).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages