The Lebermuth Company, Inc. Employees Retirement Plan And Trust — Form 5500 plan (The Lebermuth Company, 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, The Lebermuth Company, Inc. Employees Retirement Plan And Trust is a benefit plan reported by The Lebermuth Company, Inc. under EIN 35-1468778 and plan number 001. The latest loaded filing year is 2023. The filing reports 119 participants and $9,554,675 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9.6MPlan net assets, end of year$9,554,675
Participants119Covered participants reported
Assets / participant$80.3KComputed: assets ÷ participants$80,291 (computed)
Provider compensation$35.4K2 Schedule C provider row(s)$35,427
- Plan sponsor
- The Lebermuth Company, Inc.
- EIN
- 35-1468778
- Plan number
- 001
- Plan type
- 2
- Location
- South Bend, IN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 119 | H, C | 20250814155043NAL0028261986001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$9.6M total assets
Net assets$9.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $9,554,675
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,554,675
- Net assets (BOY)
- $6,977,438
Income & contributions
- Employer contributions
- $238,444
- Participant contributions
- $597,050
- Total contributions
- $836,453
- Total income / additions
- $2,905,739
Expenses & distributions
- Benefits paid
- $293,078
- Administrative expenses
- $35,424
- Total expenses
- $328,502
- Net increase / (decrease)
- $2,577,237
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
29%71%
Employer 29%Participant 71%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income10%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Shepherd Financial Investment Advis | INVESTMENT ADVISORY | $22,978 | $5 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $12,444 | $0 | 2023 |