Original filing (PDF)20240719143448NAL0014800610001

LABRUNERIE FINANCIAL SERVICES INC.

Name: LABRUNERIE FINANCIAL SERVICES INC. — LABRUNERIE FINANCIAL SERVICES INC. CASH BALANCE PLAN, Form 5500 (2023)
Creator: LABRUNERIE FINANCIAL SERVICES INC.

Form 5500-SF

FILING_RECEIVED

LABRUNERIE FINANCIAL SERVICES INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LABRUNERIE FINANCIAL SERVICES INC..

Plan sponsor

Name

LABRUNERIE FINANCIAL SERVICES INC.

EIN

43-1689437

Address

601 W NIFONG BLVD STE 3B · COLUMBIA, MO · 65203

Phone

(573) 449-5313

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-19

Pension benefit codes

1C · Cash balance or similar hybrid DB

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

ANGELO PLANNING GROUP, LLC

ANGELO PLANNING GROUP, LLC 401(K) PLAN

$1.7M · 9 participants

STEVEN S. KANOUSE DBA KANOUSE & ASSOCIATES

KANOUSE & ASSOCIATES DBA KANOUSE & ASSOCIATES 401(K) PROFIT SHARING PLAN

$1.7M · 7 participants

BRAD MCMILLIN, INC.

BRAD MCMILLIN, INC. 401(K) PLAN

$1.7M · 171 participants

RETIREMENT PLAN ANALYTICS, LLC

RETIREMENT PLAN ANALYTICS 401(K) PROFIT SHARING PLAN

$1.7M · 11 participants

IFP ADVISORS, LLC

IFP ADVISORS, LLC FINANCIAL INDEPENDENCE PLATFORM