2023 Form 5500 filing — Bank Of Luxemburg Employees' 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 20241013115818NAL0014044627001) for Bank Of Luxemburg Employees' Retirement Savings Plan, reported by Bank Of Luxemburg under EIN 39-0147840 and plan number 001. It reports 124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013115818NAL0014044627001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bank Of Luxemburg
- EIN
- 39-0147840
- Plan number
- 001
- Location
- Luxemburg, WI
- Participants
- 124
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,125,975
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,125,975
- Employer contributions
- $315,127
- Participant contributions
- $754,120
- Total income / additions
- $2,885,377
- Benefits paid
- $1,304,888
- Administrative expenses
- $64,576
- Total expenses
- $1,369,464
- Net increase / (decrease)
- $1,515,913
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $33,093 | $0 |
| Spectrum Investment Advisors | INVESTMENT ADVISORY | $31,483 | not reported in the loaded dataset |