2023 Form 5500 filing — Lbs Financial Credit Union Defined Benefit Pension 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 20241015143138NAL0058141218001) for Lbs Financial Credit Union Defined Benefit Pension Plan, reported by Lbs Financial Credit Union under EIN 95-1644568 and plan number 003. It reports 301 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143138NAL0058141218001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lbs Financial Credit Union
- EIN
- 95-1644568
- Plan number
- 003
- Location
- Westminster, CA
- Participants
- 301
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,922,323
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,922,323
- Total income / additions
- $4,507,318
- Benefits paid
- $1,788,573
- Administrative expenses
- $0
- Total expenses
- $1,788,573
- Net increase / (decrease)
- $2,718,745
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Standard | NONE | $0 | not reported in the loaded dataset |