Lsi 401(K) And Profit Sharing Plan — Form 5500 plan (Lucky Services)
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, Lsi 401(K) And Profit Sharing Plan is a benefit plan reported by Lucky Services under EIN 85-0347685 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $3,761,983 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lucky Services
- EIN
- 85-0347685
- Plan number
- 001
- Plan type
- 2
- Location
- Hobbs, NM
- Latest filing year
- 2023
- Participants
- 172
- End-of-year plan assets
- $3,761,983
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 172 | H, C | 20250403085224NAL0015508416001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,761,983
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,761,983
- Net assets (BOY)
- $3,035,596
Income & contributions
- Employer contributions
- $145,033
- Participant contributions
- $318,098
- Total contributions
- $463,131
- Total income / additions
- $852,118
Expenses & distributions
- Benefits paid
- $125,731
- Administrative expenses
- $0
- Total expenses
- $125,731
- Net increase / (decrease)
- $726,387
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pentec Pension Management Group Inc | NONE | $0 | $1,561 | 2023 |
| Empower Annuity Ins Co Of America | NONE | $250 | $0 | 2023 |