2023 Form 5500 filing — Lightning Ventures, Inc. 401(K) 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 20241009142554NAL0031559312001) for Lightning Ventures, Inc. 401(K) Savings Plan, reported by Lightning Ventures, Inc. under EIN 84-0962254 and plan number 001. It reports 208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009142554NAL0031559312001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lightning Ventures, Inc.
- EIN
- 84-0962254
- Plan number
- 001
- Location
- Englewood, CO
- Participants
- 208
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,797,517
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,797,517
- Employer contributions
- $352,302
- Participant contributions
- $480,111
- Total income / additions
- $2,037,179
- Benefits paid
- $1,328,957
- Administrative expenses
- $50,148
- Total expenses
- $1,390,506
- Net increase / (decrease)
- $646,673
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $44,334 | $0 |
| Ima Wealth, Inc. | BROKER/ADVISER | $0 | $17,143 |
| Ascensus Holdings Inc. Dba Futurepl | CONTRACT ADMIN | $2,898 | $7,886 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,960 | not reported in the loaded dataset |