Link-Belt Employees' Savings & Investment Plan — Form 5500 plan (Lbce Holdings, 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, Link-Belt Employees' Savings & Investment Plan is a benefit plan reported by Lbce Holdings, Inc. under EIN 61-1099661 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,010 participants and $144,913,907 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$144.9MPlan net assets, end of year$144,913,907
Participants1KCovered participants reported1,010
Assets / participant$143.5KComputed: assets ÷ participants$143,479 (computed)
Provider compensation$97.7K3 Schedule C provider row(s)$97,692
- Plan sponsor
- Lbce Holdings, Inc.
- EIN
- 61-1099661
- Plan number
- 002
- Plan type
- 2
- Location
- Lexington, KY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,010 | H, C | 20241001105059NAL0003913123001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$144.9M total assets
Net assets$144.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $144,913,907
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $144,913,907
- Net assets (BOY)
- $125,637,657
Income & contributions
- Employer contributions
- $3,232,409
- Participant contributions
- $5,416,681
- Total contributions
- $9,287,197
- Total income / additions
- $30,277,474
Expenses & distributions
- Benefits paid
- $10,903,232
- Administrative expenses
- $97,992
- Total expenses
- $11,001,224
- Net increase / (decrease)
- $19,276,250
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
37%63%
Employer 37%Participant 63%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income36%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Buck Global LLC | NONE | $48,800 | not reported in the loaded dataset | 2023 |
| T Rowe Price Rps Inc | NONE | $32,892 | $0 | 2023 |
| Dmlo | NONE | $16,000 | not reported in the loaded dataset | 2023 |