2023 Form 5500 filing — The Lampo Group, LLC 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 20241010102152NAL0019910113001) for The Lampo Group, LLC 401(K) Plan, reported by The Lampo Group, LLC under EIN 62-1593846 and plan number 001. It reports 1,184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010102152NAL0019910113001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Lampo Group, LLC
- EIN
- 62-1593846
- Plan number
- 001
- Location
- Franklin, TN
- Participants
- 1,184
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,825,406
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,825,406
- Employer contributions
- $3,058,093
- Participant contributions
- $6,945,164
- Total income / additions
- $24,190,761
- Benefits paid
- $3,503,844
- Administrative expenses
- $137,826
- Total expenses
- $3,642,350
- Net increase / (decrease)
- $20,548,411
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sagespring Wealth Partners LLC | INVESTMENT ADVISOR | $115,510 | not reported in the loaded dataset |
| Cri Tpa Services | CONTRACT ADMIN | $14,150 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $8,166 | $0 |