2023 Form 5500 filing — Lisi Companies 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 20241008114200NAL0008299299001) for Lisi Companies 401(K) Plan, reported by Lisi Holding North America, Inc. under EIN 95-2891381 and plan number 005. It reports 1,928 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008114200NAL0008299299001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lisi Holding North America, Inc.
- EIN
- 95-2891381
- Plan number
- 005
- Location
- Torrance, CA
- Participants
- 1,928
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $129,657,697
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $129,657,697
- Employer contributions
- $3,675,389
- Participant contributions
- $7,629,948
- Total income / additions
- $27,675,882
- Benefits paid
- $10,265,162
- Administrative expenses
- $189,357
- Total expenses
- $10,492,771
- Net increase / (decrease)
- $17,183,111
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning LLC | NONE | $113,498 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $57,945 | $0 |
| Servatius, O'Brien & Fong Llp | NONE | $15,000 | not reported in the loaded dataset |