Bank Of Luxemburg Employees' Retirement Savings Plan — Form 5500 plan (Bank Of Luxemburg)
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, Bank Of Luxemburg Employees' Retirement Savings Plan is a benefit plan reported by Bank Of Luxemburg under EIN 39-0147840 and plan number 001. The latest loaded filing year is 2023. The filing reports 124 participants and $13,125,975 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bank Of Luxemburg
- EIN
- 39-0147840
- Plan number
- 001
- Plan type
- 2
- Location
- Luxemburg, WI
- Latest filing year
- 2023
- Participants
- 124
- End-of-year plan assets
- $13,125,975
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 124 | H, C | 20241013115818NAL0014044627001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,125,975
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,125,975
- Net assets (BOY)
- $11,610,062
Income & contributions
- Employer contributions
- $315,127
- Participant contributions
- $754,120
- Total contributions
- $1,131,657
- Total income / additions
- $2,885,377
Expenses & distributions
- Benefits paid
- $1,304,888
- Administrative expenses
- $64,576
- Total expenses
- $1,369,464
- Net increase / (decrease)
- $1,515,913
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $33,093 | $0 | 2023 |
| Spectrum Investment Advisors | INVESTMENT ADVISORY | $31,483 | not reported in the loaded dataset | 2023 |