2023 Form 5500 filing — Lhr Retirement 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 20241011085737NAL0010746563001) for Lhr Retirement Plan, reported by Lighthouse Resources Inc. under EIN 27-3184713 and plan number 333. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011085737NAL0010746563001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Lighthouse Resources Inc.
- EIN
- 27-3184713
- Plan number
- 333
- Location
- South Jordan, UT
- Participants
- 181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,175,971
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,175,971
- Employer contributions
- $557,132
- Participant contributions
- $1,165,134
- Total income / additions
- $5,562,848
- Benefits paid
- $2,911,789
- Administrative expenses
- $90,844
- Total expenses
- $3,002,633
- Net increase / (decrease)
- $2,560,215
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $37,886 | not reported in the loaded dataset |
| Transamerica Retirement Solutions, | RECORDKEEPER | $28,008 | $0 |
| United 401(K) Plans, Inc. | RECORDKEEPER | $6,513 | $0 |