Lbc Investment And Retirement Plan — Form 5500 plan (Lbc Houston L.P.)
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, Lbc Investment And Retirement Plan is a benefit plan reported by Lbc Houston L.P. under EIN 74-1920179 and plan number 001. The latest loaded filing year is 2023. The filing reports 274 participants and $43,312,084 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lbc Houston L.P.
- EIN
- 74-1920179
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 274
- End-of-year plan assets
- $43,312,084
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 274 | H, C | 20241008154402NAL0029125888001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,312,084
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,312,084
- Net assets (BOY)
- $37,054,387
Income & contributions
- Employer contributions
- $2,501,026
- Participant contributions
- $2,572,266
- Total contributions
- $5,154,992
- Total income / additions
- $10,566,743
Expenses & distributions
- Benefits paid
- $4,120,079
- Administrative expenses
- $188,967
- Total expenses
- $4,309,046
- Net increase / (decrease)
- $6,257,697
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $113,886 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors | NONE | $60,481 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $15,362 | 2023 |
| Harper & Pearson | NONE | $14,600 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lbc Houston L.P.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Milliman, Inc. — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Harper & Pearson — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation