2023 Form 5500 filing — Luckett & Farley 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 20241101162337NAL0002565379001) for Luckett & Farley 401(K) Plan, reported by Luckett & Farley Holding Company, Inc. under EIN 46-1647927 and plan number 001. It reports 128 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)$8.4MReported net assets$8,395,483
Participants128
Provider compensation$12.6K3 Schedule C row(s)$12,571
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241101162337NAL0002565379001
- Plan sponsor
- Luckett & Farley Holding Company, Inc.
- EIN
- 46-1647927
- Plan number
- 001
- Location
- Louisville, KY
- Received date
- not reported in the loaded dataset
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)$8.4M total assets
Net assets$8.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,395,483
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,395,483
- Employer contributions
- $88,102
- Participant contributions
- $747,258
- Total income / additions
- $2,228,970
- Benefits paid
- $3,215,209
- Administrative expenses
- $11,816
- Total expenses
- $3,227,025
- Net increase / (decrease)
- -$998,055
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $6,063 | $0 |
| Retirement Management Services | THIRD PARTY ADMINISTRATO | $0 | $4,865 |
| Raymond James Financialk Services | SERVICE PROVIDER | $0 | $1,643 |