2023 Form 5500 filing — Luhr Crosby, LLC Employees Profit Sharing Plan And Trust
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 20241014175117NAL0028022721001) for Luhr Crosby, LLC Employees Profit Sharing Plan And Trust, reported by Luhr Crosby, LLC under EIN 87-1392081 and plan number 001. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014175117NAL0028022721001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Luhr Crosby, LLC
- EIN
- 87-1392081
- Plan number
- 001
- Location
- Columbia, IL
- Participants
- 195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,700,257
- Net assets (EOY)
- $35,700,257
- Employer contributions
- $2,542,868
- Total income / additions
- $5,969,310
- Benefits paid
- $2,011,976
- Administrative expenses
- $131,695
- Total expenses
- $2,143,671
- Net increase / (decrease)
- $3,825,639
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Forvis Private Client | NONE | $50,052 | not reported in the loaded dataset |
| Columbia Management Investment | NONE | $28,075 | not reported in the loaded dataset |
| Chandler Asset Management | NONE | $21,937 | not reported in the loaded dataset |
| Cibc | NONE | $15,516 | not reported in the loaded dataset |
| Adelante Capital Management | NONE | $6,842 | not reported in the loaded dataset |