L & H Company, Inc. Employee Stock Ownership Plan And Trust — Form 5500 plan (L & H 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, L & H Company, Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by L & H Company, Inc. under EIN 36-3097857 and plan number 006. The latest loaded filing year is 2023. The filing reports 254 participants and $17,486,124 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$17.5MPlan net assets, end of year$17,486,124
Participants254Covered participants reported
Assets / participant$68.8KComputed: assets ÷ participants$68,843 (computed)
Provider compensationNone reported
Plan sponsor
L & H Company, Inc.
EIN
36-3097857
Plan number
006
Plan type
2
Location
Oak Brook, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023254H20241003101006NAL0020281202001
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)$17.5M total assets
Net assets$17.5MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$933.3K
Benefits paid / distributions$932.5K
Contributions
Employer$19.6K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$17,486,124
Total liabilities (EOY)
$0
Net assets (EOY)
$17,486,124
Net assets (BOY)
$16,401,313

Income & contributions

Employer contributions
$19,568
Total contributions
$19,568
Total income / additions
$2,018,080

Expenses & distributions

Benefits paid
$932,469
Administrative expenses
$800
Total expenses
$933,269
Net increase / (decrease)
$1,084,811
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.

Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income46%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages