Civic Intelligence
Filing

Lbf Group PLLC 401(K) Plan and Trust

Lbf Group PLLC • EIN 38-1859464 • Plan year 2003

Filing Insights

Participants

Down

11 → 10

-1 • -9.09%

Assets

Up

$40,547 → $86,540

$45,993 • 113.43%

Investment Management Fee

-

Admin expenses - • Total expenses $273

Filing Details

Context
Net investment result
$45,993
Pension payor EIN
06-1198540

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024114$4,638,208$272,377$19,456iApproximate average salary by contribution assumption: employee only about $486,388 at 4% or $324,258 at 6%; with 50% employer match about $324,258 at 4% or $216,172 at 6%; with 100% employer match about $243,194 at 4% or $162,129 at 6%.
Lbf Group PLLC 401(K) Plan and Trust-14$4,638,208$272,377$19,456iApproximate average salary by contribution assumption: employee only about $486,388 at 4% or $324,258 at 6%; with 50% employer match about $324,258 at 4% or $216,172 at 6%; with 100% employer match about $243,194 at 4% or $162,129 at 6%.
2023113$3,875,390$258,252$19,866iApproximate average salary by contribution assumption: employee only about $496,638 at 4% or $331,092 at 6%; with 50% employer match about $331,092 at 4% or $220,728 at 6%; with 100% employer match about $248,319 at 4% or $165,546 at 6%.
Lbf Group PLLC 401(K) Plan and Trust-13$3,875,390$258,252$19,866iApproximate average salary by contribution assumption: employee only about $496,638 at 4% or $331,092 at 6%; with 50% employer match about $331,092 at 4% or $220,728 at 6%; with 100% employer match about $248,319 at 4% or $165,546 at 6%.
2022112$3,162,695$273,856$22,821iApproximate average salary by contribution assumption: employee only about $570,533 at 4% or $380,356 at 6%; with 50% employer match about $380,356 at 4% or $253,570 at 6%; with 100% employer match about $285,267 at 4% or $190,178 at 6%.
Lbf Group PLLC 401(K) Plan and Trust-12$3,162,695$273,856$22,821iApproximate average salary by contribution assumption: employee only about $570,533 at 4% or $380,356 at 6%; with 50% employer match about $380,356 at 4% or $253,570 at 6%; with 100% employer match about $285,267 at 4% or $190,178 at 6%.
2021111$3,562,720$248,032$22,548iApproximate average salary by contribution assumption: employee only about $563,709 at 4% or $375,806 at 6%; with 50% employer match about $375,806 at 4% or $250,537 at 6%; with 100% employer match about $281,855 at 4% or $187,903 at 6%.
Lbf Group PLLC 401(K) Plan and Trust-11$3,562,720$248,032$22,548iApproximate average salary by contribution assumption: employee only about $563,709 at 4% or $375,806 at 6%; with 50% employer match about $375,806 at 4% or $250,537 at 6%; with 100% employer match about $281,855 at 4% or $187,903 at 6%.
2020111$2,890,822$235,769$21,434iApproximate average salary by contribution assumption: employee only about $535,839 at 4% or $357,226 at 6%; with 50% employer match about $357,226 at 4% or $238,151 at 6%; with 100% employer match about $267,919 at 4% or $178,613 at 6%.
Lbf Group PLLC 401(K) Plan and Trust-11$2,890,822$235,769$21,434iApproximate average salary by contribution assumption: employee only about $535,839 at 4% or $357,226 at 6%; with 50% employer match about $357,226 at 4% or $238,151 at 6%; with 100% employer match about $267,919 at 4% or $178,613 at 6%.
2019112$2,354,030$205,483$17,124iApproximate average salary by contribution assumption: employee only about $428,090 at 4% or $285,393 at 6%; with 50% employer match about $285,393 at 4% or $190,262 at 6%; with 100% employer match about $214,045 at 4% or $142,697 at 6%.
Lbf Group PLLC 401(K) Plan and Trust-12$2,354,030$205,483$17,124iApproximate average salary by contribution assumption: employee only about $428,090 at 4% or $285,393 at 6%; with 50% employer match about $285,393 at 4% or $190,262 at 6%; with 100% employer match about $214,045 at 4% or $142,697 at 6%.
2018112$1,798,099$201,577$16,798iApproximate average salary by contribution assumption: employee only about $419,952 at 4% or $279,968 at 6%; with 50% employer match about $279,968 at 4% or $186,645 at 6%; with 100% employer match about $209,976 at 4% or $139,984 at 6%.
Lbf Group PLLC 401(K) Plan and Trust-12$1,798,099$201,577$16,798iApproximate average salary by contribution assumption: employee only about $419,952 at 4% or $279,968 at 6%; with 50% employer match about $279,968 at 4% or $186,645 at 6%; with 100% employer match about $209,976 at 4% or $139,984 at 6%.
2017112$1,665,428$202,383$16,865iApproximate average salary by contribution assumption: employee only about $421,631 at 4% or $281,088 at 6%; with 50% employer match about $281,088 at 4% or $187,392 at 6%; with 100% employer match about $210,816 at 4% or $140,544 at 6%.
Lbf Group PLLC 401(K) Plan and Trust-12$1,665,428$202,383$16,865iApproximate average salary by contribution assumption: employee only about $421,631 at 4% or $281,088 at 6%; with 50% employer match about $281,088 at 4% or $187,392 at 6%; with 100% employer match about $210,816 at 4% or $140,544 at 6%.
201619$1,284,219$174,490$19,388iApproximate average salary by contribution assumption: employee only about $484,694 at 4% or $323,130 at 6%; with 50% employer match about $323,130 at 4% or $215,420 at 6%; with 100% employer match about $242,347 at 4% or $161,565 at 6%.
Lbf Group PLLC 401(K) Plan and Trust-9$1,284,219$174,490$19,388iApproximate average salary by contribution assumption: employee only about $484,694 at 4% or $323,130 at 6%; with 50% employer match about $323,130 at 4% or $215,420 at 6%; with 100% employer match about $242,347 at 4% or $161,565 at 6%.
2015111$1,049,313$179,881$16,353iApproximate average salary by contribution assumption: employee only about $408,820 at 4% or $272,547 at 6%; with 50% employer match about $272,547 at 4% or $181,698 at 6%; with 100% employer match about $204,410 at 4% or $136,273 at 6%.
Lbf Group PLLC 401(K) Plan and Trust-11$1,049,313$179,881$16,353iApproximate average salary by contribution assumption: employee only about $408,820 at 4% or $272,547 at 6%; with 50% employer match about $272,547 at 4% or $181,698 at 6%; with 100% employer match about $204,410 at 4% or $136,273 at 6%.
2014110$1,224,563$229,941$22,994iApproximate average salary by contribution assumption: employee only about $574,853 at 4% or $383,235 at 6%; with 50% employer match about $383,235 at 4% or $255,490 at 6%; with 100% employer match about $287,426 at 4% or $191,618 at 6%.
Lbf Group PLLC 401(K) Plan and Trust-10$1,224,563$229,941$22,994iApproximate average salary by contribution assumption: employee only about $574,853 at 4% or $383,235 at 6%; with 50% employer match about $383,235 at 4% or $255,490 at 6%; with 100% employer match about $287,426 at 4% or $191,618 at 6%.
2013112$1,065,739$165,064$13,755iApproximate average salary by contribution assumption: employee only about $343,883 at 4% or $229,256 at 6%; with 50% employer match about $229,256 at 4% or $152,837 at 6%; with 100% employer match about $171,942 at 4% or $114,628 at 6%.
Lbf Group PLLC 401(K) Plan and Trust-12$1,065,739$165,064$13,755iApproximate average salary by contribution assumption: employee only about $343,883 at 4% or $229,256 at 6%; with 50% employer match about $229,256 at 4% or $152,837 at 6%; with 100% employer match about $171,942 at 4% or $114,628 at 6%.
201219$847,933$143,828$15,981iApproximate average salary by contribution assumption: employee only about $399,522 at 4% or $266,348 at 6%; with 50% employer match about $266,348 at 4% or $177,565 at 6%; with 100% employer match about $199,761 at 4% or $133,174 at 6%.
Lbf Group PLLC 401(K) Plan and Trust-9$847,933$143,828$15,981iApproximate average salary by contribution assumption: employee only about $399,522 at 4% or $266,348 at 6%; with 50% employer match about $266,348 at 4% or $177,565 at 6%; with 100% employer match about $199,761 at 4% or $133,174 at 6%.
201119$637,408$100,027$11,114iApproximate average salary by contribution assumption: employee only about $277,853 at 4% or $185,235 at 6%; with 50% employer match about $185,235 at 4% or $123,490 at 6%; with 100% employer match about $138,926 at 4% or $92,618 at 6%.
Lbf Group PLLC 401(K) Plan and Trust-9$637,408$100,027$11,114iApproximate average salary by contribution assumption: employee only about $277,853 at 4% or $185,235 at 6%; with 50% employer match about $185,235 at 4% or $123,490 at 6%; with 100% employer match about $138,926 at 4% or $92,618 at 6%.
2010111$527,752$111,104$10,100iApproximate average salary by contribution assumption: employee only about $252,509 at 4% or $168,339 at 6%; with 50% employer match about $168,339 at 4% or $112,226 at 6%; with 100% employer match about $126,255 at 4% or $84,170 at 6%.
Lbf Group PLLC 401(K) Plan and Trust-11$527,752$111,104$10,100iApproximate average salary by contribution assumption: employee only about $252,509 at 4% or $168,339 at 6%; with 50% employer match about $168,339 at 4% or $112,226 at 6%; with 100% employer match about $126,255 at 4% or $84,170 at 6%.
2009110$536,173$102,087$10,209iApproximate average salary by contribution assumption: employee only about $255,218 at 4% or $170,145 at 6%; with 50% employer match about $170,145 at 4% or $113,430 at 6%; with 100% employer match about $127,609 at 4% or $85,073 at 6%.
Lbf Group PLLC 401(K) Plan and Trust-10$536,173$102,087$10,209iApproximate average salary by contribution assumption: employee only about $255,218 at 4% or $170,145 at 6%; with 50% employer match about $170,145 at 4% or $113,430 at 6%; with 100% employer match about $127,609 at 4% or $85,073 at 6%.
2008112$302,291$96,090$8,008iApproximate average salary by contribution assumption: employee only about $200,188 at 4% or $133,458 at 6%; with 50% employer match about $133,458 at 4% or $88,972 at 6%; with 100% employer match about $100,094 at 4% or $66,729 at 6%.
Lbf Group PLLC 401(K) Plan and Trust-12$302,291$96,090$8,008iApproximate average salary by contribution assumption: employee only about $200,188 at 4% or $133,458 at 6%; with 50% employer match about $133,458 at 4% or $88,972 at 6%; with 100% employer match about $100,094 at 4% or $66,729 at 6%.
2007111$324,761$105,404$9,582iApproximate average salary by contribution assumption: employee only about $239,555 at 4% or $159,703 at 6%; with 50% employer match about $159,703 at 4% or $106,469 at 6%; with 100% employer match about $119,777 at 4% or $79,852 at 6%.
Lbf Group PLLC 401(K) Plan and Trust-11$324,761$105,404$9,582iApproximate average salary by contribution assumption: employee only about $239,555 at 4% or $159,703 at 6%; with 50% employer match about $159,703 at 4% or $106,469 at 6%; with 100% employer match about $119,777 at 4% or $79,852 at 6%.
2006113$279,829$86,692$6,669iApproximate average salary by contribution assumption: employee only about $166,715 at 4% or $111,144 at 6%; with 50% employer match about $111,144 at 4% or $74,096 at 6%; with 100% employer match about $83,358 at 4% or $55,572 at 6%.
Lbf Group PLLC 401(K) Plan and Trust-13$279,829$86,692$6,669iApproximate average salary by contribution assumption: employee only about $166,715 at 4% or $111,144 at 6%; with 50% employer match about $111,144 at 4% or $74,096 at 6%; with 100% employer match about $83,358 at 4% or $55,572 at 6%.
2005113$193,040$75,653$5,819iApproximate average salary by contribution assumption: employee only about $145,487 at 4% or $96,991 at 6%; with 50% employer match about $96,991 at 4% or $64,661 at 6%; with 100% employer match about $72,743 at 4% or $48,496 at 6%.
Lbf Group PLLC 401(K) Plan and Trust-13$193,040$75,653$5,819iApproximate average salary by contribution assumption: employee only about $145,487 at 4% or $96,991 at 6%; with 50% employer match about $96,991 at 4% or $64,661 at 6%; with 100% employer match about $72,743 at 4% or $48,496 at 6%.
200419$130,656$37,106$4,123iApproximate average salary by contribution assumption: employee only about $103,072 at 4% or $68,715 at 6%; with 50% employer match about $68,715 at 4% or $45,810 at 6%; with 100% employer match about $51,536 at 4% or $34,357 at 6%.
Lbf Group PLLC 401(K) Plan and Trust-9$130,656$37,106$4,123iApproximate average salary by contribution assumption: employee only about $103,072 at 4% or $68,715 at 6%; with 50% employer match about $68,715 at 4% or $45,810 at 6%; with 100% employer match about $51,536 at 4% or $34,357 at 6%.
2003110$86,540$31,105$3,111iApproximate average salary by contribution assumption: employee only about $77,763 at 4% or $51,842 at 6%; with 50% employer match about $51,842 at 4% or $34,561 at 6%; with 100% employer match about $38,881 at 4% or $25,921 at 6%.
Lbf Group PLLC 401(K) Plan and TrustCurrent10$86,540$31,105$3,111iApproximate average salary by contribution assumption: employee only about $77,763 at 4% or $51,842 at 6%; with 50% employer match about $51,842 at 4% or $34,561 at 6%; with 100% employer match about $38,881 at 4% or $25,921 at 6%.
2002110$40,547$27,016$2,702iApproximate average salary by contribution assumption: employee only about $67,540 at 4% or $45,027 at 6%; with 50% employer match about $45,027 at 4% or $30,018 at 6%; with 100% employer match about $33,770 at 4% or $22,513 at 6%.
Lbf Group PLLC 401(K) Plan and Trust-10$40,547$27,016$2,702iApproximate average salary by contribution assumption: employee only about $67,540 at 4% or $45,027 at 6%; with 50% employer match about $45,027 at 4% or $30,018 at 6%; with 100% employer match about $33,770 at 4% or $22,513 at 6%.
2001111$22,347$23,481$2,135iApproximate average salary by contribution assumption: employee only about $53,366 at 4% or $35,577 at 6%; with 50% employer match about $35,577 at 4% or $23,718 at 6%; with 100% employer match about $26,683 at 4% or $17,789 at 6%.
Lbf Group PLLC 401(K) Plan and Trust-11$22,347$23,481$2,135iApproximate average salary by contribution assumption: employee only about $53,366 at 4% or $35,577 at 6%; with 50% employer match about $35,577 at 4% or $23,718 at 6%; with 100% employer match about $26,683 at 4% or $17,789 at 6%.
Schedule Details

Schedule D

Row 1
Filing Id
84037265178564
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3030374265178060002
DFE P1 Entity 01 Name
MIDCAPVALC
DFE P1 Spons 01 Name
AMERICAN SKANDIA
DFE P1 Plan 01 EIN Plan number
061198540000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$4,240
Row 2
Filing Id
84037265178564
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3030374265178060002
Row 3
Filing Id
84037265178564
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
3030374265178060002
DFE P1 Entity 01 Name
SM-CAP C
DFE P1 Spons 01 Name
AMERICAN SKANDIA
DFE P1 Plan 01 EIN Plan number
061198540000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$8,284
Row 4
Filing Id
84037265178564
Page Id
2
Page Seq
1
Page Row Num
1
Row Num
10
Image Form Id
3030374265178060002
DFE P1 Entity 01 Name
INTNL EQ C
DFE P1 Spons 01 Name
AMERICAN SKANDIA
DFE P1 Plan 01 EIN Plan number
061198540000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$6,285
Row 5
Filing Id
84037265178564
Page Id
2
Page Seq
1
Page Row Num
2
Row Num
11
Image Form Id
3030374265178060002
DFE P1 Entity 01 Name
GS MCGROWC
DFE P1 Spons 01 Name
AMERICAN SKANDIA
DFE P1 Plan 01 EIN Plan number
061198540000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$6,641
Row 6
Filing Id
84037265178564
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
3030374265178060002
DFE P1 Entity 01 Name
GSCONGROWC
DFE P1 Spons 01 Name
AMERICAN SKANDIA
DFE P1 Plan 01 EIN Plan number
061198540000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$8,537
Row 7
Filing Id
84037265178564
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
3030374265178060002
DFE P1 Entity 01 Name
TLRTNBD C
DFE P1 Spons 01 Name
AMERICAN SKANDIA
DFE P1 Plan 01 EIN Plan number
061198540000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$2,986
Row 8
Filing Id
84037265178564
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
3030374265178060002
DFE P1 Entity 01 Name
ASAF MMKTC
DFE P1 Spons 01 Name
AMERICAN SKANDIA
DFE P1 Plan 01 EIN Plan number
061198540000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$617
Row 9
Filing Id
84037265178564
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
3030374265178060002
DFE P1 Entity 01 Name
INTGROWTHC
DFE P1 Spons 01 Name
AMERICAN SKANDIA
DFE P1 Plan 01 EIN Plan number
061198540000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$322
Row 10
Filing Id
84037265178564
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
6
Image Form Id
3030374265178060002
DFE P1 Entity 01 Name
MFSGROINCC
DFE P1 Spons 01 Name
AMERICAN SKANDIA
DFE P1 Plan 01 EIN Plan number
061198540000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$6,598
Row 11
Filing Id
84037265178564
Page Id
2
Page Seq
0
Page Row Num
4
Row Num
7
Image Form Id
3030374265178060002
DFE P1 Entity 01 Name
TECH FD C
DFE P1 Spons 01 Name
AMERICAN SKANDIA
DFE P1 Plan 01 EIN Plan number
061198540000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$7,939
Row 12
Filing Id
84037265178564
Page Id
2
Page Seq
0
Page Row Num
5
Row Num
8
Image Form Id
3030374265178060002
DFE P1 Entity 01 Name
HIGHYIELDC
DFE P1 Spons 01 Name
AMERICAN SKANDIA
DFE P1 Plan 01 EIN Plan number
061198540000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$192
Row 13
Filing Id
84037265178564
Page Id
2
Page Seq
0
Page Row Num
6
Row Num
9
Image Form Id
3030374265178060002
DFE P1 Entity 01 Name
PRO OTC C
DFE P1 Spons 01 Name
AMERICAN SKANDIA
DFE P1 Plan 01 EIN Plan number
061198540000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$9,035

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$86,540$45,993 change

Balance Sheet

Beginning and end of plan year.

Total assets$40,547$86,540Increase +$45,993 (113.43%)
Total liabilities$0$0No change $0
Net assets$40,547$86,540Increase +$45,993 (113.43%)

Contributions

Employer contributions$0
Participant contributions$31,105
Other contributions$0

Income & Expenses

Total income$46,266
Total expenses$273
Net income$45,993
Source fields
Schedule I source fields
Filing Id
84037265178564
Schedule I EIN
38-1859464
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2003-01-01
Schedule I Tax Period
20031231
Small plan total assets at beginning of year
$40,547
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$40,547
Small plan total assets at end of year
$86,540
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$86,540
Small plan employer contributions
$0
Small plan participant contributions
$31,105
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$15,161
Small plan total income
$46,266
Small plan total benefit distributions
$273
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$273
Small plan net income or loss
$45,993
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$25,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN06-1198540

Transfers

Distributed property value$0
Schedule R source fields
Payor 06-1198540
Filing Id
84037265178564
Schedule R EIN
38-1859464
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2003-01-01
Schedule R Tax Period
20031231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
06-1198540
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0