Lowers Risk Group, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Lowers Risk Group, LLC (EIN 45-5167090) is a plan sponsor located in Purcellville, VA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
45-5167090
Location
Purcellville, VA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$6,301,602
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$6,301,602

Contributions & income

Employer contributions
$137,239
Participant contributions
$516,219
Total income / additions
$1,779,973

Expenses & distributions

Benefits paid / distributions
$1,249,925
Total expenses
$1,294,820
Net increase / (decrease)
$485,153

Coverage

Total reported participants
330
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Lowers Risk Group, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Lowers Risk Group, LLC 401(K) Plan001225$6,301,6022023
Lowers Risk Group, LLC Welfare Benefit Plan502105not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Lowers Risk Group, LLC
YearPlanParticipantsSchedulesFiling
2023Lowers Risk Group, LLC 401(K) Plan225H, C20241007061602NAL0030214898001
2023Lowers Risk Group, LLC Welfare Benefit Plan10520250417143019NAL0001066097001

Related Form 5500 pages