Plan5500

Luck Stone Corporation Retirement Plan And Trust — Form 5500 plan (Luck Stone Corporation)

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, Luck Stone Corporation Retirement Plan And Trust is a benefit plan reported by Luck Stone Corporation under EIN 54-0630628 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,234 participants and $125,216,136 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Luck Stone Corporation
EIN
54-0630628
Plan number
001
Plan type
2
Location
Richmond, VA
Latest filing year
2023
Participants
1,234
End-of-year plan assets
$125,216,136

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,234H, C20250813092403NAL0004798307001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$125,216,136
Total liabilities (EOY)
$0
Net assets (EOY)
$125,216,136
Net assets (BOY)
$101,940,243

Income & contributions

Employer contributions
$8,500,000
Total contributions
$8,500,000
Total income / additions
$30,042,285

Expenses & distributions

Benefits paid
$6,154,527
Administrative expenses
$611,865
Total expenses
$6,766,392
Net increase / (decrease)
$23,275,893

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mercer Investments LLCFIDUCIARY$300,982$02023
MercerNONE$257,654not reported in the loaded dataset2023
Us BankNONE$28,239not reported in the loaded dataset2023
Pbmares, LlpNONE$21,675not reported in the loaded dataset2023

Related Form 5500 pages