2023 Form 5500 filing — Building Your Benefits Retirement 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 20241002081528NAL0008505489001) for Building Your Benefits Retirement Savings Plan, reported by Lithko Contracting, LLC under EIN 43-1214734 and plan number 001. It reports 2,988 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002081528NAL0008505489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lithko Contracting, LLC
- EIN
- 43-1214734
- Plan number
- 001
- Location
- West Chester, OH
- Participants
- 2,988
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,850,870
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,850,870
- Employer contributions
- $2,899,398
- Participant contributions
- $6,060,656
- Total income / additions
- $20,251,460
- Benefits paid
- $2,628,448
- Administrative expenses
- $276,573
- Total expenses
- $2,905,021
- Net increase / (decrease)
- $17,346,439
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Srvcs | RETAINED BY EMPLOYER | $224,248 | $0 |
| Global Retirement Partners | INVESTMENT ADVISOR | $35,000 | not reported in the loaded dataset |
| Forvis, Llp | RETAINED BY EMPLOYER | $17,325 | not reported in the loaded dataset |