2023 Form 5500 filing — The Lebermuth Company, Inc. Employees 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 20250814155043NAL0028261986001) for The Lebermuth Company, Inc. Employees Retirement Plan And Trust, reported by The Lebermuth Company, Inc. under EIN 35-1468778 and plan number 001. It reports 119 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)$9.6MReported net assets$9,554,675
Participants119
Provider compensation$35.4K2 Schedule C row(s)$35,427
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250814155043NAL0028261986001
- Plan sponsor
- The Lebermuth Company, Inc.
- EIN
- 35-1468778
- Plan number
- 001
- Location
- South Bend, IN
- 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)$9.6M total assets
Net assets$9.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,554,675
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,554,675
- Employer contributions
- $238,444
- Participant contributions
- $597,050
- Total income / additions
- $2,905,739
- Benefits paid
- $293,078
- Administrative expenses
- $35,424
- Total expenses
- $328,502
- Net increase / (decrease)
- $2,577,237
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Shepherd Financial Investment Advis | INVESTMENT ADVISORY | $22,978 | $5 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $12,444 | $0 |