Hgl-Lbm Holdings, LLC Profit Sharing Plan — Form 5500 plan (Hgl-Lbm Holdings LLC)
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, Hgl-Lbm Holdings, LLC Profit Sharing Plan is a benefit plan reported by Hgl-Lbm Holdings LLC under EIN 82-3866292 and plan number 001. The latest loaded filing year is 2023. The filing reports 590 participants and $52,273,010 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hgl-Lbm Holdings LLC
- EIN
- 82-3866292
- Plan number
- 001
- Plan type
- 2
- Location
- Newport, NH
- Latest filing year
- 2023
- Participants
- 590
- End-of-year plan assets
- $52,273,010
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 590 | H, C | 20241015112056NAL0014472451001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,273,010
- Net assets (EOY)
- $52,273,010
- Net assets (BOY)
- $44,327,757
Income & contributions
- Employer contributions
- $1,921,323
- Participant contributions
- $1,660,153
- Total contributions
- $3,701,547
- Total income / additions
- $11,255,805
Expenses & distributions
- Benefits paid
- $5,172,882
- Administrative expenses
- $96,711
- Total expenses
- $5,269,593
- Net increase / (decrease)
- $5,986,212
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $55,752 | not reported in the loaded dataset | 2023 |
| Commonwealth Equity Services, LLC | INVESTMENT ADVISOR | $36,995 | not reported in the loaded dataset | 2023 |
| Nbt Bank Na Dba Third Party Adminis | CONTRACT ADMIN | $3,964 | $10,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hgl-Lbm Holdings LLC
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Newport, NH
- Empower Annuity Insurance Company O — Schedule C compensation
- Commonwealth Equity Services, LLC — Schedule C compensation
- Nbt Bank Na Dba Third Party Adminis — Schedule C compensation