L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan — Form 5500 plan (L.B.J. & C. Development 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, L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan is a benefit plan reported by L.B.J. & C. Development Corporation under EIN 62-0724384 and plan number 004. The latest loaded filing year is 2023. The filing reports 277 participants and $2,632,224 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- L.B.J. & C. Development Corporation
- EIN
- 62-0724384
- Plan number
- 004
- Plan type
- 2
- Location
- Cookeville, TN
- Latest filing year
- 2023
- Participants
- 277
- End-of-year plan assets
- $2,632,224
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 277 | H, C | 20240730104312NAL0020562145001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,632,224
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,632,224
- Net assets (BOY)
- $2,585,438
Income & contributions
- Employer contributions
- $126,973
- Participant contributions
- $147,977
- Total contributions
- $280,141
- Total income / additions
- $439,038
Expenses & distributions
- Benefits paid
- $389,776
- Administrative expenses
- $2,476
- Total expenses
- $392,252
- Net increase / (decrease)
- $46,786
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Investment Services LLC | OTHER SERVICES | $0 | $3,670 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $2,476 | $0 | 2023 |