2023 Form 5500 filing — Lrk Inc. 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 20241009155525NAL0038363426001) for Lrk Inc. 401(K) Plan, reported by Lrk Inc. under EIN 27-2257638 and plan number 001. It reports 177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009155525NAL0038363426001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lrk Inc.
- EIN
- 27-2257638
- Plan number
- 001
- Location
- Memphis, TN
- Participants
- 177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,340,619
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,340,619
- Employer contributions
- $792,594
- Participant contributions
- $1,091,353
- Total income / additions
- $5,010,970
- Benefits paid
- $1,272,466
- Administrative expenses
- $84,019
- Total expenses
- $1,364,283
- Net increase / (decrease)
- $3,646,687
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| B. Riley Wealth Management | INVESTMENT ADVISOR | $59,344 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $969 | not reported in the loaded dataset |