2023 Form 5500 filing — Lsq Group Holdings LLC 401(K) 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 20240808152533NAL0002899859001) for Lsq Group Holdings LLC 401(K) Plan, reported by Lsq Group Holdings, LLC under EIN 47-3457416 and plan number 001. It reports 175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240808152533NAL0002899859001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lsq Group Holdings, LLC
- EIN
- 47-3457416
- Plan number
- 001
- Location
- Orlando, FL
- Participants
- 175
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,519,518
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,519,518
- Employer contributions
- $731,749
- Participant contributions
- $1,352,393
- Total income / additions
- $4,308,367
- Benefits paid
- $1,479,964
- Administrative expenses
- $45,129
- Total expenses
- $1,527,777
- Net increase / (decrease)
- $2,780,590
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Advus Financial Partners LLC | INVESTMENT ADVISOR | $37,340 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $5,769 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,020 | not reported in the loaded dataset |
| Lsq Group Holdings LLC Dba Lsq Fund | OTHER | $1,000 | not reported in the loaded dataset |