2023 Form 5500 filing — L/B Water Service, Inc. Employee Stock Ownership 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 20241111133413NAL0031175218001) for L/B Water Service, Inc. Employee Stock Ownership Plan, reported by L/B Water Service, Inc. under EIN 75-3036438 and plan number 002. It reports 296 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241111133413NAL0031175218001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- L/B Water Service, Inc.
- EIN
- 75-3036438
- Plan number
- 002
- Location
- Selinsgrove, PA
- Participants
- 296
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $214,862,737
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $214,862,737
- Employer contributions
- $5,907,461
- Total income / additions
- $24,626,319
- Benefits paid
- $8,771,782
- Administrative expenses
- $21,127
- Total expenses
- $8,792,909
- Net increase / (decrease)
- $15,833,410
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Key Private Bank | INVESTMENT MANAGEMENT | $19,892 | not reported in the loaded dataset |