Lunseth Plumbing And Heating Co. Esop — Form 5500 plan (Lunseth Plumbing & Heating Company)

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, Lunseth Plumbing And Heating Co. Esop is a benefit plan reported by Lunseth Plumbing & Heating Company under EIN 45-0160050 and plan number 003. The latest loaded filing year is 2023. The filing reports 138 participants and $54,513,942 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lunseth Plumbing & Heating Company
EIN
45-0160050
Plan number
003
Plan type
2
Location
Grand Forks, ND
Latest filing year
2023
Participants
138
End-of-year plan assets
$54,513,942

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023138H20250115111418NAL0011725411001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$54,513,942
Total liabilities (EOY)
$526,671
Net assets (EOY)
$53,987,271
Net assets (BOY)
$40,782,552

Income & contributions

Employer contributions
$2,233,494
Total contributions
$2,233,494
Total income / additions
$14,430,582

Expenses & distributions

Benefits paid
$1,186,496
Administrative expenses
$800
Total expenses
$1,225,863
Net increase / (decrease)
$13,204,719

Service provider compensation (Schedule C)

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

Related Form 5500 pages