2023 Form 5500 filing — Luck Stone Corporation Retirement 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 20250813092403NAL0004798307001) for Luck Stone Corporation Retirement Plan And Trust, reported by Luck Stone Corporation under EIN 54-0630628 and plan number 001. It reports 1,234 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250813092403NAL0004798307001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Luck Stone Corporation
- EIN
- 54-0630628
- Plan number
- 001
- Location
- Richmond, VA
- Participants
- 1,234
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $125,216,136
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $125,216,136
- Employer contributions
- $8,500,000
- Total income / additions
- $30,042,285
- Benefits paid
- $6,154,527
- Administrative expenses
- $611,865
- Total expenses
- $6,766,392
- Net increase / (decrease)
- $23,275,893
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investments LLC | FIDUCIARY | $300,982 | $0 |
| Mercer | NONE | $257,654 | not reported in the loaded dataset |
| Us Bank | NONE | $28,239 | not reported in the loaded dataset |
| Pbmares, Llp | NONE | $21,675 | not reported in the loaded dataset |