Luck Brothers, Inc. Profit Sharing/401(K) Plan — Form 5500 plan (Luck Brothers, Inc.)
Plain-English plan 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, Luck Brothers, Inc. Profit Sharing/401(K) Plan is a benefit plan reported by Luck Brothers, Inc. under EIN 14-1509121 and plan number 002. The latest loaded filing year is 2023. The filing reports 187 participants and $29,447,911 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Luck Brothers, Inc.
- EIN
- 14-1509121
- Plan number
- 002
- Plan type
- 2
- Location
- Plattsburgh, NY
- Latest filing year
- 2023
- Participants
- 187
- End-of-year plan assets
- $29,447,911
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 187 | H, C | 20240926130137NAL0001269440001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,447,911
- Total liabilities (EOY)
- $21,429
- Net assets (EOY)
- $29,426,482
- Net assets (BOY)
- $26,953,836
Income & contributions
- Employer contributions
- $1,270,648
- Participant contributions
- $573,746
- Total contributions
- $1,844,394
- Total income / additions
- $6,479,715
Expenses & distributions
- Benefits paid
- $3,780,871
- Administrative expenses
- $173,461
- Total expenses
- $4,007,069
- Net increase / (decrease)
- $2,472,646
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mml Investors Services | INVESTMENT ADVISOR | $54,620 | not reported in the loaded dataset | 2023 |
| Teal Becker & Chiaramonte, Cpas Pc | CONTRACT ADMIN | $21,115 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Ins Co Of Ny | RECORDKEEPER | $3,332 | $0 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $92 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Luck Brothers, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Plattsburgh, NY
- Mml Investors Services — Schedule C compensation
- Teal Becker & Chiaramonte, Cpas Pc — Schedule C compensation
- Empower Life & Annuity Ins Co Of Ny — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation