Luhr Crosby, LLC Employees Profit Sharing Plan And Trust — Form 5500 plan (Luhr Crosby, 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, Luhr Crosby, LLC Employees Profit Sharing Plan And Trust is a benefit plan reported by Luhr Crosby, LLC under EIN 87-1392081 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $35,700,257 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Luhr Crosby, LLC
- EIN
- 87-1392081
- Plan number
- 001
- Plan type
- 2
- Location
- Columbia, IL
- Latest filing year
- 2023
- Participants
- 195
- End-of-year plan assets
- $35,700,257
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 195 | H, C | 20241014175117NAL0028022721001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,700,257
- Net assets (EOY)
- $35,700,257
- Net assets (BOY)
- $31,874,618
Income & contributions
- Employer contributions
- $2,542,868
- Total contributions
- $2,542,868
- Total income / additions
- $5,969,310
Expenses & distributions
- Benefits paid
- $2,011,976
- Administrative expenses
- $131,695
- Total expenses
- $2,143,671
- Net increase / (decrease)
- $3,825,639
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Forvis Private Client | NONE | $50,052 | not reported in the loaded dataset | 2023 |
| Columbia Management Investment | NONE | $28,075 | not reported in the loaded dataset | 2023 |
| Chandler Asset Management | NONE | $21,937 | not reported in the loaded dataset | 2023 |
| Cibc | NONE | $15,516 | not reported in the loaded dataset | 2023 |
| Adelante Capital Management | NONE | $6,842 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Luhr Crosby, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Columbia, IL
- Forvis Private Client — Schedule C compensation
- Columbia Management Investment — Schedule C compensation
- Chandler Asset Management — Schedule C compensation
- Cibc — Schedule C compensation
- Adelante Capital Management — Schedule C compensation