2023 Form 5500 filing — Horton Lees Brogden Lighting Design Inc. 401k Savings 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 20241008092756NAL0017348817001) for Horton Lees Brogden Lighting Design Inc. 401k Savings Plan, reported by Horton Lees Brogden Lighting Design Inc. under EIN 13-2671278 and plan number 001. It reports 128 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008092756NAL0017348817001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Horton Lees Brogden Lighting Design Inc.
- EIN
- 13-2671278
- Plan number
- 001
- Location
- New York, NY
- Participants
- 128
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,207,867
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,207,867
- Employer contributions
- $355,331
- Participant contributions
- $916,393
- Total income / additions
- $3,274,953
- Benefits paid
- $350,234
- Administrative expenses
- $45,863
- Total expenses
- $396,097
- Net increase / (decrease)
- $2,878,856
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Republic Investment Mgmt | INVESTMENT ADVISORY | $23,324 | $6 |
| Principal Life Insurance Company | CONTRACT ADMINSTRATOR | $21,610 | $0 |
| Concierge Retirement Services | CONTRACT ADMI NISTRATOR | $925 | $4,539 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |