Ljb Inc. Employee Retirement Plan — Form 5500 plan (Ljb 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, Ljb Inc. Employee Retirement Plan is a benefit plan reported by Ljb Inc. under EIN 31-1120919 and plan number 002. The latest loaded filing year is 2023. The filing reports 186 participants and $38,228,444 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ljb Inc.
- EIN
- 31-1120919
- Plan number
- 002
- Plan type
- 2
- Location
- Miamisburg, OH
- Latest filing year
- 2023
- Participants
- 186
- End-of-year plan assets
- $38,228,444
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 186 | H, C | 20241011091746NAL0012319267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,228,444
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,228,444
- Net assets (BOY)
- $32,788,621
Income & contributions
- Employer contributions
- $497,736
- Participant contributions
- $1,736,883
- Total contributions
- $3,349,561
- Total income / additions
- $7,802,288
Expenses & distributions
- Benefits paid
- $2,314,470
- Administrative expenses
- $47,995
- Total expenses
- $2,362,465
- Net increase / (decrease)
- $5,439,823
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $37,761 | $0 | 2023 |
| Private Advisor Group LLC | INV ADV, PARTICIPANTS | $10,047 | not reported in the loaded dataset | 2023 |