2023 Form 5500 filing — Nelda C. And H.J. Lutcher Stark Fndtn 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 20241010094351NAL0019879345001) for Nelda C. And H.J. Lutcher Stark Fndtn Plan, reported by Nelda C. And H J Lutcher Stark Foundation under EIN 74-6047440 and plan number 001. It reports 118 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)$18MReported net assets$18,028,135
Participants118
Provider compensation$11.1K1 Schedule C row(s)$11,136
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010094351NAL0019879345001
Plan sponsor
Nelda C. And H J Lutcher Stark Foundation
EIN
74-6047440
Plan number
001
Location
Orange, TX
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)$18M total assets
Net assets$18MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$626.9K
Benefits paid / distributions$615.7K
Contributions
Employer$1M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$18,028,135
Total liabilities (EOY)
$0
Net assets (EOY)
$18,028,135
Employer contributions
$1,011,136
Total income / additions
$2,837,024
Benefits paid
$615,717
Administrative expenses
$11,136
Total expenses
$626,853
Net increase / (decrease)
$2,210,171
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $11.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010094351NAL0019879345001 cover?
It is the 2023 Form 5500 filing for Nelda C. And H.J. Lutcher Stark Fndtn Plan, reported by Nelda C. And H J Lutcher Stark Foundation (EIN 74-6047440).
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