2023 Form 5500 filing — Loyal Source Government Services 401(A) 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 20241009172215NAL0018825729001) for Loyal Source Government Services 401(A) Plan, reported by Loyal Source Government Services, LLC under EIN 30-0564703 and plan number 002. It reports 3,787 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$2.4MReported net assets$2,359,115
Participants3.8K3,787
Provider compensation$25.1K4 Schedule C row(s)$25,078
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009172215NAL0018825729001
- Plan sponsor
- Loyal Source Government Services, LLC
- EIN
- 30-0564703
- Plan number
- 002
- Location
- Orlando, FL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$2.4M total assets
Net assets$2.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,359,115
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,359,115
- Employer contributions
- $26,327
- Total income / additions
- $388,257
- Benefits paid
- $277,435
- Administrative expenses
- $22,940
- Total expenses
- $300,375
- Net increase / (decrease)
- $87,882
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $11,971 | $0 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $7,772 | not reported in the loaded dataset |
| Retirement Solutions Specialists | CONTRACT ADMIN | $4,106 | $1,141 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $88 | not reported in the loaded dataset |