2023 Form 5500 filing — The L&L 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 20240909154532NAL0005678049001) for The L&L Retirement Plan, reported by Lokal Homes, LLC under EIN 46-3071539 and plan number 001. It reports 166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909154532NAL0005678049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lokal Homes, LLC
- EIN
- 46-3071539
- Plan number
- 001
- Location
- Englewood, CO
- Participants
- 166
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,814,389
- Total liabilities (EOY)
- $1,573
- Net assets (EOY)
- $5,812,816
- Employer contributions
- $274,998
- Participant contributions
- $628,499
- Total income / additions
- $1,910,143
- Benefits paid
- $1,278,970
- Administrative expenses
- $24,793
- Total expenses
- $1,375,738
- Net increase / (decrease)
- $534,405
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tsc 401k | CONTRACT ADMIN | $11,537 | not reported in the loaded dataset |
| Hays Group Inc Dba Hays Companies | INVESTMENT ADVISOR | $10,080 | not reported in the loaded dataset |
| Hays Financial Group LLC | INVESTMENT ADVISORY - PL | $4,540 | $0 |
| Transamerica Financial Life Insuran | RECORDKEEPER | $2,060 | $0 |
| Futureplan By Ascensus | RECORDKEEPER | $1,365 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,199 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $349 | $0 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY - PL | $89 | $0 |