L/B Water Service, Inc. 401(K) Plan — Form 5500 plan (L/B Water Service, 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, L/B Water Service, Inc. 401(K) Plan is a benefit plan reported by L/B Water Service, Inc. under EIN 75-3036438 and plan number 001. The latest loaded filing year is 2023. The filing reports 256 participants and $23,052,431 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- L/B Water Service, Inc.
- EIN
- 75-3036438
- Plan number
- 001
- Plan type
- 2
- Location
- Selinsgrove, PA
- Latest filing year
- 2023
- Participants
- 256
- End-of-year plan assets
- $23,052,431
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 256 | H, C | 20241112105602NAL0009797363001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,052,431
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,052,431
- Net assets (BOY)
- $18,645,065
Income & contributions
- Participant contributions
- $1,568,163
- Total contributions
- $1,693,516
- Total income / additions
- $5,053,396
Expenses & distributions
- Benefits paid
- $1,975,249
- Administrative expenses
- $111,019
- Total expenses
- $2,187,853
- Net increase / (decrease)
- $2,865,543
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $111,019 | $0 | 2023 |
| Cornerstone Advisors Asset Mgmt | INVESTMENT ADVISORY | $0 | $58,715 | 2023 |
| The Angell Pension Group Inc | THIRD PARTY ADMIN | $0 | $9,898 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for L/B Water Service, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Selinsgrove, PA
- Principal Life Insurance Company — Schedule C compensation
- Cornerstone Advisors Asset Mgmt — Schedule C compensation
- The Angell Pension Group Inc — Schedule C compensation