2023 Form 5500 filing — Lionakis 401k Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731164220NAL0014574099001) for Lionakis 401k Plan, reported by Lionakis under EIN 68-0397596 and plan number 003. It reports 272 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731164220NAL0014574099001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lionakis
- EIN
- 68-0397596
- Plan number
- 003
- Location
- Sacramento, CA
- Participants
- 272
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,926,042
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,926,042
- Employer contributions
- $785,636
- Participant contributions
- $1,932,308
- Total income / additions
- $8,837,707
- Benefits paid
- $1,593,768
- Administrative expenses
- $152,198
- Total expenses
- $1,745,966
- Net increase / (decrease)
- $7,091,741
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $84,094 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $60,290 | $0 |
| Benefit Resources, Inc | CONTRACT ADMIN | $10,421 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,226 | not reported in the loaded dataset |