Lb&B Associates Inc. Retirement Plan — Form 5500 plan (Lb&B Associates Inc.)
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, Lb&B Associates Inc. Retirement Plan is a benefit plan reported by Lb&B Associates Inc. under EIN 56-1768228 and plan number 004. The latest loaded filing year is 2023. The filing reports 435 participants and $22,097,954 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lb&B Associates Inc.
- EIN
- 56-1768228
- Plan number
- 004
- Plan type
- 2
- Location
- Columbia, MD
- Latest filing year
- 2023
- Participants
- 435
- End-of-year plan assets
- $22,097,954
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 435 | H, C | 20240614100955NAL0031960465001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,097,954
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,097,954
- Net assets (BOY)
- $17,391,501
Income & contributions
- Employer contributions
- $1,320,051
- Participant contributions
- $1,445,303
- Total contributions
- $3,037,023
- Total income / additions
- $6,288,261
Expenses & distributions
- Benefits paid
- $1,359,690
- Administrative expenses
- $125,496
- Total expenses
- $1,485,186
- Net increase / (decrease)
- $4,803,075
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | NONE | $48,333 | $0 | 2023 |
| Nwps | NONE | $5,055 | $0 | 2023 |
| John Hancock Life Insurance Company | NONE | $3,644 | $0 | 2023 |