Lbs Financial Credit Union 401(K) Retirement Plan — Form 5500 plan (Lbs Financial Credit Union)
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, Lbs Financial Credit Union 401(K) Retirement Plan is a benefit plan reported by Lbs Financial Credit Union under EIN 95-1644568 and plan number 002. The latest loaded filing year is 2023. The filing reports 346 participants and $17,531,518 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lbs Financial Credit Union
- EIN
- 95-1644568
- Plan number
- 002
- Plan type
- 2
- Location
- Westminster, CA
- Latest filing year
- 2023
- Participants
- 346
- End-of-year plan assets
- $17,531,518
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 346 | H, C | 20241015163622NAL0057267426001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,531,518
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,531,518
- Net assets (BOY)
- $15,047,298
Income & contributions
- Participant contributions
- $965,432
- Total contributions
- $973,516
- Total income / additions
- $3,546,355
Expenses & distributions
- Benefits paid
- $1,027,819
- Administrative expenses
- $15,490
- Total expenses
- $1,062,135
- Net increase / (decrease)
- $2,484,220
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Minnesota Life Insurance Company | NONE | $15,490 | $0 | 2023 |