2023 Form 5500 filing — Lyon Management Group, 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 20241014145141NAL0015140163001) for Lyon Management Group, Inc. 401(K) Plan, reported by Lyon Management Group, Inc. under EIN 33-0560238 and plan number 001. It reports 467 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014145141NAL0015140163001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lyon Management Group, Inc.
- EIN
- 33-0560238
- Plan number
- 001
- Location
- Newport Beach, CA
- Participants
- 467
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,270,922
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,270,922
- Employer contributions
- $310,425
- Participant contributions
- $1,333,577
- Total income / additions
- $4,484,110
- Benefits paid
- $1,693,866
- Administrative expenses
- $117,809
- Total expenses
- $1,814,026
- Net increase / (decrease)
- $2,670,084
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $59,452 | not reported in the loaded dataset |
| Lucas, Horsfall, Murphy & Pindroh | ACCOUNTANT/AUDITOR | $9,500 | not reported in the loaded dataset |
| Lucas Horsfall | ACCOUNTANT/AUDITOR | $7,000 | not reported in the loaded dataset |