Plan5500

Luck Stone Corporation 401(K) Plan — 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 401(K) Plan is a benefit plan reported by Luck Stone Corporation under EIN 54-0630628 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,135 participants and $174,498,747 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
002
Plan type
2
Location
Manakin-Sabot, VA
Latest filing year
2023
Participants
1,135
End-of-year plan assets
$174,498,747

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,135H, C20250806075729NAL0003473888001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$174,498,747
Total liabilities (EOY)
$21,889
Net assets (EOY)
$174,476,858
Net assets (BOY)
$134,368,570

Income & contributions

Employer contributions
$5,221,016
Participant contributions
$9,368,993
Total contributions
$16,709,051
Total income / additions
$52,815,277

Expenses & distributions

Benefits paid
$12,490,073
Administrative expenses
$216,916
Total expenses
$12,706,989
Net increase / (decrease)
$40,108,288

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$142,656not reported in the loaded dataset2023
Mercer Investment ConsultingNONE$54,880not reported in the loaded dataset2023
Pbmares LlpNONE$19,425not reported in the loaded dataset2023

Related Form 5500 pages