L. B. White Profit Sharing Plan — Form 5500 plan (L.B. White Company, LLC.)

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. B. White Profit Sharing Plan is a benefit plan reported by L.B. White Company, LLC. under EIN 39-0924875 and plan number 002. The latest loaded filing year is 2023. The filing reports 250 participants and $14,624,380 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
L.B. White Company, LLC.
EIN
39-0924875
Plan number
002
Plan type
2
Location
Onalaska, WI
Latest filing year
2023
Participants
250
End-of-year plan assets
$14,624,380

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023250H, C20250217085629NAL0001082163001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,624,380
Total liabilities (EOY)
$0
Net assets (EOY)
$14,624,380
Net assets (BOY)
$12,702,877

Income & contributions

Employer contributions
$507,687
Participant contributions
$634,114
Total contributions
$1,161,447
Total income / additions
$3,629,720

Expenses & distributions

Benefits paid
$1,647,347
Administrative expenses
$60,870
Total expenses
$1,708,217
Net increase / (decrease)
$1,921,503

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Trust Point Inc.NONE$60,870not reported in the loaded dataset2023

Related Form 5500 pages