2023 Form 5500 filing — Lexington Home Brands Savings And Retirement 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 20240906135739NAL0000731667001) for Lexington Home Brands Savings And Retirement Plan, reported by Lexington Home Brands under EIN 56-0201940 and plan number 001. It reports 434 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906135739NAL0000731667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lexington Home Brands
- EIN
- 56-0201940
- Plan number
- 001
- Location
- Thomasville, NC
- Participants
- 434
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,880,301
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,880,301
- Employer contributions
- $154,646
- Participant contributions
- $1,182,957
- Total income / additions
- $4,071,188
- Benefits paid
- $1,772,473
- Administrative expenses
- $40,733
- Total expenses
- $1,871,555
- Net increase / (decrease)
- $2,199,633
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $25,738 | $0 |
| Kestra Investment Services LLC | ADVISOR | $14,995 | not reported in the loaded dataset |