2023 Form 5500 filing — Lefebvre Companies 401(K) 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 20241015145643NAL0028840849001) for Lefebvre Companies 401(K) Plan, reported by Lefebvre Companies, Inc. under EIN 41-1783497 and plan number 001. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015145643NAL0028840849001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lefebvre Companies, Inc.
- EIN
- 41-1783497
- Plan number
- 001
- Location
- Elk River, MN
- Participants
- 194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,217,088
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,217,088
- Employer contributions
- $56,859
- Participant contributions
- $418,640
- Total income / additions
- $1,548,783
- Benefits paid
- $611,697
- Administrative expenses
- $35,607
- Total expenses
- $647,304
- Net increase / (decrease)
- $901,479
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $12,781 | $0 |
| Sagepoint Financial Inc | INVESTMENT ADVISOR | $11,717 | not reported in the loaded dataset |